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| Keyboard |
| Oak Crest Advisory LLC
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|---|---|
| CRD # | 304255 |
| SEC # | 801-123423 |
| CIK # | |
| AUM | 90.2 M (2026-03-19) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 585-507-1681 |
| Address | 160 Linden Oaks Rochester, NY 14625 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 35.4 |
| (b) Individuals (high net worth individuals) | 33 | 54.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 90.2 |
| By Discretionary | ||
| Discretionary | 456 | 90.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 456 | 90.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 90.2 | |
| Total | 456 | 90.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 34 |
| Serves | Institutional, Retail |
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|---|---|---|
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✚
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SC | 91.3 M |
|
Concert Investment Advisory LLC
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|
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|
Schaffer & Company Asset Management Inc
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|
Weatherhelm Capital Management LLC
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|
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|
Washington Square Capital Management LLC
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NY | 90.4 M |
|
Sound Advisory LLC
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|
Weiss Financial Group LLC
✚
|
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|
Pichardo Asset Management Sa de CV
✚
|
89.8 M |