Investment adviser · CRD 142095
STONECREST ADVISORS, INC.
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Apr 16, 2026
- Regulatory AUM
- $399M Form ADV · Item 5.F
- Client accounts
- 477 Accounts, not individual clients
- Employees
- 25 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 62 | $267,089,848 | 67.0% |
| Individuals | 389 | $67,335,727 | 16.9% |
| High-net-worth individuals | 22 | $55,176,886 | 13.8% |
| Charities | 3 | $6,838,035 | 1.7% |
| Retirement plans | 1 | $2,360,025 | 0.6% |
Filing source
Form ADV 2095454 · Apr 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
300 WEST 6TH STREET, SUITE 1550AUSTIN, TX, 78701-4666, United States
CRD 142095
Filing source
Form ADV 2095454 · Apr 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.