|
⚲
|
| Stonecrest Advisors Inc
✚
| |
|---|---|
| CRD # | 142095 |
| SEC # | 801-128386 |
| CIK # | |
| AUM | $133.8 MM (2024-05-09) |
| Employees | 14 (93% Investors, 93% Brokers) |
| Phone | 866-342-1069 |
| Address | 300 West 6th Street Austin, TX 78701 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 36.6 |
| (b) Individuals (high net worth individuals) | 15 | 37.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.0 |
| (h) Charitable organizations | 3 | 6.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 39 | 47.7 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 133.8 |
| By Discretionary | ||
| Discretionary | 191 | 62.8 |
| Non-Discretionary | 119 | 71.0 |
| Total | 310 | 133.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 28.0 | |
| United States Persons | 105.8 | |
| Total | 310 | 133.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trippon Wealth Management Group LLC
✚
|
TX | 0.1 |
|
DBK Financial Counsel LLC
✚
|
OH | 0.1 |
|
Horizons Sustainable Financial Services Inc
✚
|
NM | 0.1 |
|
Capitol Family Office Inc
✚
|
OR | 0.1 |
|
Guardian Wealth Management LLC
✚
|
UT | 0.1 |
|
Bey-Douglas LLC
✚
|
GA | 0.1 |
|
NDWM LLC
✚
|
CA | 0.1 |
|
Hayes Asset Management LLC
✚
|
NY | 0.1 |
|
Pension Planning Solutions Inc
✚
|
NC | 0.1 |
|
Dorado Wealth Management LLC
✚
|
NY | 0.1 |