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STONECREST ADVISORS, INC.
CRD 142095 · SEC 801-128386
300 WEST 6TH STREET, SUITE 1550, AUSTIN, TX, 78701-4666, United States
Phone
866-342-1069
Fax
512-967-0858
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$398.8M
Discretionary AUM
$108.4M
Team
25 total employees; 24 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 389 | $67.3M |
| High net worth individuals | 22 | $55.2M |
| Pension/profit sharing plans | 1 | $2.4M |
| Charitable organizations | 3 | $6.8M |
| Corporations/business entities | 62 | $267.1M |
States served
DC, NJ, NY, PA, PR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD