Stonecrest Capital Markets, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
42
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
39616
Registered since
February 15, 1996

Firm profile

FINTRX

Overview

Stonecrest Capital Markets, Inc. is organized as a corporation and has been SEC-registered since 1996. Ownership is recorded as a combination of a domestic entity and individual ownership. The firm is classified as unclassified in the available dataset and is not identified as a capital allocator. It does not list itself as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. Public disclosures provided to FINTRX are sparse: the firm did not supply details on its advisory activities, business lines, fee structures, or client segmentation. That limits what can be said about its target clients, investment philosophy, or product mix from the available record.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Paula Heffron

    Paula Heffron

    Chief Compliance OfficerCRD 4901921

  • David Jones

    COOCRD 4915605

  • John Randolph

    John Randolph

    Managing Partner and Chief Executive OfficerCRD 1848519

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Contacts

3 of 38
  • David Weibel

    David Weibel

    Co-Founder and ChairmanCRD 5688056

  • Rebecca Feliciano Beltran

    Rebecca Feliciano Beltran

    Vice President, InvestmentsCRD 4090412

  • Federico Cardona

    Senior Vice PresidentCRD 6170765

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
300 W 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth