{
  "crd_number": 142095,
  "slug": "stonecrest-advisors-inc-austin-tx-142095",
  "primary_business_name": "STONECREST ADVISORS, INC.",
  "legal_name": "STONECREST ADVISORS, INC.",
  "dbas": [
    "STONECREST PARTNERS"
  ],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-07-21",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-04-16",
  "carried_forward": false,
  "raum_total": 398800521.0,
  "raum_discretionary": 108431578.0,
  "raum_non_discretionary": 290368943.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 25,
  "advisory_employees": 24,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 6838035.0,
      "count": 3
    },
    "individuals": {
      "raum": 67335727.0,
      "count": 389
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 2360025.0,
      "count": 1
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 55176886.0,
      "count": 22
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 267089848.0,
      "count": 62
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC",
    "FL",
    "NJ",
    "NY",
    "PA",
    "PR",
    "TX"
  ],
  "websites": [
    "https://1031stonecrestpartners.com",
    "https://linkedin.com/company/stonecrest",
    "https://stonecrestpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142095",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/stonecrest-advisors-inc-austin-tx-142095",
  "display_name": "Stonecrest Advisors, Inc.",
  "summary": "Stonecrest Advisors, Inc. is an SEC-registered investment advisory firm in Austin, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.",
  "citation": "AdvisorCensus. Stonecrest Advisors, Inc. (CRD 142095): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Stonecrest Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stonecrest Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Stonecrest Advisors, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Flat fee: up to $2,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Stonecrest Advisors, Inc. located?",
      "a": "Stonecrest Advisors, Inc.'s principal office is in Austin, TX, according to its Form ADV; the May 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Stonecrest Advisors, Inc. registered with the SEC or a state?",
      "a": "Stonecrest Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 142095."
    },
    {
      "q": "How much does Stonecrest Advisors, Inc. manage?",
      "a": "Stonecrest Advisors, Inc. reports $398,800,521 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (27% discretionary)."
    },
    {
      "q": "How have Stonecrest Advisors, Inc.'s assets and staff changed since 2023?",
      "a": "In the Form ADV data for Stonecrest Advisors, Inc.: Regulatory assets under management: $132,519,429 in the October 2023 data and $398,800,521 in the October 2026 data, up 201%. Total employees: 14 in October 2023 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stonecrest Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (389); corporations or other businesses not listed above (62); high net worth individuals (22)."
    },
    {
      "q": "Which custodians does Stonecrest Advisors, Inc. use?",
      "a": "Stonecrest Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stonecrest Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142095"
    },
    {
      "q": "Does Stonecrest Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"In general, we require a minimum dollar amount of $20,000 USD to open and maintain an advisory account; however, we have the right to terminate your Account if it falls below a minimum size which, in our sole opinion, is too small to manage effectively.\""
    },
    {
      "q": "What changed in Stonecrest Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Employees performing advisory functions went from 20 to 24. Regulatory assets under management went from $155,297,658 to $398,800,521 (+157%). Added an office in Caracas."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 132519429.0,
      "total_employees": 14,
      "filing_date": "2023-06-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 133802972.0,
      "total_employees": 14,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 155297658.0,
      "total_employees": 21,
      "filing_date": "2025-05-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 398800521.0,
      "total_employees": 25,
      "filing_date": "2026-04-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 20 to 24.",
        "Regulatory assets under management went from $155,297,658 to $398,800,521 (+157%).",
        "Added an office in Caracas."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 2% a year",
    "stated_maximum": null,
    "account_minimum": "$20,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $2,500 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our fee for portfolio management services is based on a percentage of the assets in your account and ranges from 0.50% up to 2.0%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $20,000"
        ],
        "quotes": [
          "In general, we require a minimum dollar amount of $20,000 USD to open and maintain an advisory account; however, we have the right to terminate your Account if it falls below a minimum size which, in our sole opinion, is too small to manage effectively."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $2,500 (financial planning services)"
        ],
        "quotes": [
          "We typically charge a fixed fee for financial planning services with a maximum fee of $2,500. The first half of the estimated fee is due in advance"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        2.0
      ],
      "max_pct": null,
      "account_minimum": 20000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 2500.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Our fee for portfolio management services is based on a percentage of the assets in your account and ranges from 0.50% up to 2.0%.",
      "In general, we require a minimum dollar amount of $20,000 USD to open and maintain an advisory account; however, we have the right to terminate your Account if it falls below a minimum size which, in our sole opinion, is too small to manage effectively.",
      "We typically charge a fixed fee for financial planning services with a maximum fee of $2,500. The first half of the estimated fee is due in advance"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/stonecrest-advisors-inc-austin-tx-142095.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 389,
      "fewer_than_5": false,
      "raum": 67335727.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 55176886.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2360025.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 6838035.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 62,
      "fewer_than_5": false,
      "raum": 267089848.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142095",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}