Stonecrest Advisors, Inc.

Registered investment adviser · Austin, TX · CRD #142095

Form ADV data as of 2026-09-01

Regulatory assets

$398.8 million

Total accounts

477

Employees

Disclosure events

Firm details

Website: https://www.stonecrestpartners.com
Telephone: 866-342-1069
SEC file number: 801-128386
Most recent Form ADV filing: 2026-04-16
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$108.4 million
Non-discretionary regulatory assets under management	$290.4 million
Total regulatory assets under management	$398.8 million
Discretionary accounts	288
Non-discretionary accounts	189
Total accounts	477
Regulatory assets under management attributable to non-U.S. persons	$46.9 million

People

Total employees (excluding clerical)	25
Employees performing investment advisory functions (including research)	24
Employees who are registered representatives of a broker-dealer	23
Employees registered as investment adviser representatives with a state	21
Employees registered as IARs for another investment adviser	1
Employees who are licensed insurance agents	13
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Executes agency cross transactions involving advisory client securities
Recommends securities in which it has another sales interest
Recommends brokers or dealers to clients
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	389	$67.3 million
High net worth individuals	22	$55.2 million
Pension and profit sharing plans (not the participants or government plans)	1	$2.4 million
Charitable organizations	3	$6.8 million
Corporations or other businesses not listed above	62	$267.1 million