Redstone Consulting LLC (Houston)

Name: Redstone Consulting LLC
Address: 109 North Post Oak Lane, Houston, TX, 77024
Telephone: 713-266-1899

Redstone Consulting LLC is a large advisory firm based in Houston. It manages $182.02 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.

Redstone Consulting provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Redstone Consulting: assets under management

The assets under management (AUM) of Redstone Consulting LLC is $182.02 million. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Redstone Consulting LLC for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Redstone Consulting LLC

David Lee Solomon has been acting as President since 1 Dec 1998. Steven David Lerner joined the executive team most recently as the Limited Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Lee Solomon	Director	1 Dec 1998	Other	730722
L.P. The Redstone Companies	Owner	1 Dec 1998	75% - 100%	76-0546284
Jeremy Lawrence Radcliffe	Srop/crop	1 Nov 1999	Other	2917897
Arthur Haag Sherman	Designated principal	1 Dec 1999	Other	2813406
Melinda Greider Legaye	Financial and operations principal	1 Dec 1999	Other	1020091
Scott Rogers Mcmillian	Branch manager	1 Jan 2000	Other	2593578
Scott Rogers Mcmillian	Principal	1 Feb 2000	Other	2593578
Lisa Kahn	Operations manager/registered principal- san antonio branch location	1 Mar 2000	Other	2427440
Debora Lynn Hall	Principal	1 Apr 2000	Other	2029874
Scott Rogers Mcmillian	Municipal securities principal	1 Aug 2000	Other	2593578
Debora Lynn Hall	Designated sales principal	1 Sep 2002	Other	2029874
Debra Lynn Schaper	Principal	1 Nov 2002	Other	2593154
Debra Schaper Parant	Principal	1 Nov 2002	Other	2593154
Tara Danette Maxwell	Vice president - options	1 Dec 2002	Other	3008045
Frederick Warren Middleton	Executive vice president	1 Jun 2004	Other	333839
Debora Lynn Hall	Chief compliance officer	1 Oct 2004	Other	2029874
Matthew Crump	Chief compliance officer	1 May 2006	Other	1924664
Matthew Crump	Designated sales principal	1 Jul 2006	Other	1924664

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Lee Solomon	Limited partner	1 Aug 1998	25% - 50%	730722
David C. Shindeldecker	Limited partner	1 Aug 1998	25% - 50%	xxx-xx-xxxx
Inc. Trc	Other	1 Aug 1998	Other	760593423
David Calvin Shindeldecker	Limited partner	1 Aug 1998	25% - 50%	4698970
Steven David Lerner	Limited partner	1 Jan 2008	25% - 50%	5027307

Based in Houston

The principal office where Redstone Consulting LLC performs its advisory services is located at 109 North Post Oak Lane, Houston, TX 77024, which is also the mailing address of the firm. An additional office of the firm is in San Antonio, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-266-1899 or by fax 713-580-1820. The normal business hours are 8:00a.m - 5:00p.m on Monday - Friday. You can find more information about the New York firm at www.redstonecompanies.com.