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| Keyboard |
| Stonecrest Advisors Inc
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|---|---|
| CRD # | 142095 |
| SEC # | 801-128386 |
| CIK # | |
| AUM | 398.8 M (2026-04-16) |
| Employees | 25 (96% Investors, 92% Brokers) |
| Phone | 866-342-1069 |
| Address | 300 West 6th Street Austin, TX 78701-4666 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 67.3 |
| (b) Individuals (high net worth individuals) | 22 | 55.2 |
| (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 | 6.8 |
| (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 | 62 | 267.1 |
| (n) Other | 0 | 0.0 |
| Total | 477 | 398.8 |
| By Discretionary | ||
| Discretionary | 288 | 108.4 |
| Non-Discretionary | 189 | 290.4 |
| Total | 477 | 398.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 46.9 | |
| United States Persons | 351.9 | |
| Total | 477 | 398.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Burns Matteson Capital Management LLC
✚
|
NY | 400.4 M |
|
Ticino Wealth LLC
✚
|
CA | 400.2 M |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 400.1 M |
|
Pioneer Wealth Management Group Inc
✚
|
TX | 399.2 M |
|
Waterford Advisors LLC
✚
|
NY | 399.1 M |
|
Bankoh Investment Services Inc
✚
|
HI | 398.5 M |
|
Mighty Oak Strong America Investment Company
✚
|
PA | 398.4 M |
|
Prometheus Capital Management Corp
✚
|
PA | 397.8 M |
|
Perennial Advisors Group LLC
✚
|
MA | 397.4 M |
|
IAMS Wealth Management LLC
✚
|
NE | 397.2 M |