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| Happy Holidays!! thanks for using AUM13F!! |
| Stonecrest Advisors Inc
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|---|---|
| CRD # | 142095 |
| SEC # | 801-128386 |
| CIK # | |
| AUM | $155.3 M (2025-05-20) |
| Employees | 21 (95% Investors, 90% Brokers) |
| Phone | 866-342-1069 |
| Address | 300 West 6th Street Austin, TX 78701-4666 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 44.2 |
| (b) Individuals (high net worth individuals) | 20 | 48.2 |
| (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 | 2.4 |
| (h) Charitable organizations | 3 | 6.4 |
| (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 | 53 | 54.1 |
| (n) Other | 0 | 0.0 |
| Total | 383 | 155.3 |
| By Discretionary | ||
| Discretionary | 213 | 75.6 |
| Non-Discretionary | 170 | 79.7 |
| Total | 383 | 155.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 33.6 | |
| United States Persons | 121.7 | |
| Total | 383 | 155.3 |
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|---|---|---|
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FL | 0.2 |
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Gould Capital LLC
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Delaware Avenue Wealth Planners LLC
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DE | 0.2 |
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Spinosa Wealth Management Group LLC
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LA | 0.2 |
|
First Mason Financial LLC
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OH | 0.2 |
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The Heaton Hoppes Group LLC
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IA | 0.2 |
|
Carey Consulting Wealth Management Inc
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|
CA | 0.2 |