Stonecrest Capital Markets, Inc.
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 39616
- Registered since
- February 15, 1996
- Website
- stonecrestpartners.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Paula Heffron
Chief Compliance OfficerCRD 4901921
David Jones
COOCRD 4915605

John Randolph
Managing Partner and Chief Executive OfficerCRD 1848519
Contacts
3 of 38David Weibel
Co-Founder and ChairmanCRD 5688056

Rebecca Feliciano Beltran
Vice President, InvestmentsCRD 4090412
Federico Cardona
Senior Vice PresidentCRD 6170765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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