STONECREST ADVISORS, INC.

RIASEC RegisteredEst. 2023

Total AUM

$399M

Discretionary

$108M

27% of AUM

Avg account

$836K

Accounts

477

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 142095
Registered since: July 21, 2023
Website: www.stonecrestpartners.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses66.97%
Individuals16.88%
HNWI13.84%
Charitable Organizations1.71%
Pension & Profit Sharing Plans0.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Stonecrest Advisors, Inc. is an SEC-registered corporate investment adviser (registered in 2023) that serves both individual/family and institutional clients. The firm operates as a capital allocator and charges clients either a percentage of assets under management or fixed fees. Its advisory offerings include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Stonecrest is not identified as an active ESG investor. The firm maintains industry relationships with a broker‑dealer, another registered investment adviser, and an insurance company.