Redstone Wealth Management, Llc
- Regulatory AUM
- $188M
- Discretionary
- $188M
- Clients
- 602
- Avg AUM / client
- $312K
- Accounts
- 1,122
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 550 | $120M | 63.9% |
| High net worth individuals | 40 | $67.7M | 36.1% |
| Pension and profit sharing plans | 12 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Absentee Shawnee Tribe Savings Incentive Plan Absentee Shawnee Tribe Of Indians Of Oklahoma | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cantrell, Melodie, Sue | Secretary/Treasurer | Jan 2014 (13y) | ≈ 37.5% – 75% via Cantrell Group, Inc. | |
| Israel Lee Cantrell | President | Jan 2014 (13y) | ≈ 37.5% – 75% via Cantrell Group, Inc. | |
| Conard Brent Terrell | Registered representative | Jan 2021 (6y) | ||
| Christopher S Smedstad | Registered representative | Sep 2022 (4y) | ||
| Rianna Jae Ingalls | Registered representative | CFP | Jan 2023 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cantrell Group, Inc. | Member | Jul 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cantrell, Melodie, Sue: 50% – 75% of Cantrell Group, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Israel Lee Cantrell: 50% – 75% of Cantrell Group, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
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 |
|---|---|---|---|---|
| Absentee Shawnee Tribe Savings Incentive Plan | Absentee Shawnee Tribe Of Indians Of Oklahoma | 585 | $20.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 901 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
- • Other fees
- • SHARE IN THIRD PARTY ADVISORY FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $188M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗