SourcingSourcing

REDSTONE WEALTH MANAGEMENT, LLC

C47
CRD 311525·SEC 801-127994·OKLAHOMA CITY, OK
AUM
$187.7M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$563K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REDSTONE WEALTH MANAGEMENT, LLC
CRD
311525
SEC file #
801-127994
EIN
364903684
DBA names
—

Economics

AUM
$187.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$153.8M → $187.7M▲ +22%
Client mix
Individuals Other550
Individuals High Net Worth40
Pension Profit Sharing Plans12

Operations

Employees (total)
10
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
5 advisors → 4 advisors▼ -20%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
linkedin.com/in/lee--cantrell(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CANTRELL GROUP, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
CANTRELL GROUP, INC.
CANTRELL, ISRAEL, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
89,669
Form 5500 Compensation Trajectory 3y
202589,669
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
89,669
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002049950
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-09
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0002049950-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2321
Soi Zip Pct 200k Plus
0.0931
Soi Zip Returns 200k Plus
1,640
Soi Zip Total AGI
1,793,657
Fdic Zip Total Deposits
40,238,386,000
Fdic Zip Branch Count
583
Fdic Zip Top Banks
Quail Creek Bank, National Association
First Liberty Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3404 NW 135TH STOKLAHOMA CITY, OK 73120
Business
3404 NW 135TH STOKLAHOMA CITY, OK 73120
Edgar EIN
364903684
Edgar Recent Filings
13F-HR2026-04-16 · 0002049950-26-000002
13F-HR2026-02-09 · 0002049950-26-000001
Fdic Zip Branches Raw
Quail Creek Bank, National AssociationOklahoma City, OK
MetroBank, National AssociationOklahoma City, OK
Fdic Zip HHI
996.69
Fdic Zip Top Bank Share Pct
23.89
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI61,021
Returns4,690
Stub 2
AGI169,011
Returns4,600
Stub 3
AGI164,631
Returns2,700
Soi Zip Total Business Income
50,082
Soi Zip Total Cap Gains
145,613
Soi Zip Total Dividends
65,810
Soi Zip Total Returns
17,620
Trust Company Affiliate
No

People (4)

4
CANTRELL, ISRAEL, LEE
IAR · Executive Officer · 2.5%
5810858
Rianna Jae Ingalls
IAR
7146486
Christopher S Smedstad
IAR
7336986
CONARD BRENT TERRELL
IAR
5109982