# Stonecrest Advisors, Inc.

> 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.

- CRD: 142095
- Filed as: STONECREST ADVISORS, INC.
- Also doing business as: STONECREST PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142095
- AdvisorCensus page: https://advisorcensus.com/firm/stonecrest-advisors-inc-austin-tx-142095

## Quick answers

**How is Stonecrest Advisors, Inc. compensated?**
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).

**How much does Stonecrest Advisors, Inc. charge?**
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.

**Where is Stonecrest Advisors, Inc. located?**
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).

**Is Stonecrest Advisors, Inc. registered with the SEC or a state?**
Stonecrest Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 142095.

**How much does Stonecrest Advisors, Inc. manage?**
Stonecrest Advisors, Inc. reports $398,800,521 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (27% discretionary).

**How have Stonecrest Advisors, Inc.'s assets and staff changed since 2023?**
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.

**What types of clients does Stonecrest Advisors, Inc. serve?**
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).

**Which custodians does Stonecrest Advisors, Inc. use?**
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.

**Does Stonecrest Advisors, Inc. report any disciplinary disclosures?**
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

**Does Stonecrest Advisors, Inc. state an account minimum?**
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."

**What changed in Stonecrest Advisors, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> 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%.

- Account minimum: $20,000

> 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.

- Flat fee: up to $2,500 (financial planning services)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $398,800,521
- Discretionary: $108,431,578
- Non-discretionary: $290,368,943

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 389 | $67,335,727 |
| High net worth individuals | 22 | $55,176,886 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,360,025 |
| Charitable organizations | 3 | $6,838,035 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 62 | $267,089,848 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 25 total, 24 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DC, FL, NJ, NY, PA, PR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Buenos Aires
- Caracas
- Coral Gables, FL
- Guaynabo, PR
- San Juan, PR

### Websites listed on Form ADV (Item 1.I)
- [1031stonecrestpartners.com](https://1031stonecrestpartners.com)
- [stonecrestpartners.com](https://stonecrestpartners.com)
- LinkedIn @stonecrest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $132,519,429 | 14 | June 22, 2023 |
| October 2024 | $133,802,972 | 14 | September 26, 2024 |
| October 2025 | $155,297,658 | 21 | May 20, 2025 |
| October 2026 | $398,800,521 | 25 | April 16, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonecrest Advisors, Inc. (CRD 142095): Form ADV filing data as of October 2026.