Redstone Advisors Inc
- Regulatory AUM
- $491M
- Discretionary
- $491M
- Clients
- 109
- Avg AUM / client
- $4.5M
- Accounts
- 139
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $19.8M | 4.05% |
| High net worth individuals | 66 | $243M | 49.5% |
| Pension and profit sharing plans | 1 | $8.1M | 1.65% |
| Charitable organizations | 5 | $17.3M | 3.53% |
| Corporations and other businesses | 2 | $24.4M | 4.97% |
| Other | 3 | $178M | 36.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Local 441 Plumbers & Pipefitters Retirement Plan Plumbers & Pipefitters Local Union No. 441 | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Lynn Gamm | Managing Director | Oct 1991 (35y) | 10% – 25% | |
| Marc Alan Vincent | President & Chief Compliance Officer | CFA | Jan 1992 (35y) | 50% – 75% |
| Troy Alan Young | Managing Director | CFA | Feb 1995 (32y) | 10% – 25% |
| Patricia Ann Statham | Registered representative | Feb 2004 (22y) | ||
| Gregory James Palko | Registered representative | Sep 2011 (15y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Local 441 Plumbers & Pipefitters Retirement Plan | Plumbers & Pipefitters Local Union No. 441 | 725 | $84.2M | 04/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $452M (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗