# Stonecrest Wealth Management, Inc

> Stonecrest Wealth Management, Inc is an SEC-registered investment advisory firm in Chandler, AZ, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 311404
- Filed as: STONECREST WEALTH MANAGEMENT, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chandler, AZ
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311404
- AdvisorCensus page: https://advisorcensus.com/firm/stonecrest-wealth-management-inc-chandler-az-311404

## Quick answers

**How is Stonecrest Wealth Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Stonecrest Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Stonecrest Wealth Management, Inc located?**
Stonecrest Wealth Management, Inc's principal office is in Chandler, AZ, according to its Form ADV.

**Is Stonecrest Wealth Management, Inc registered with the SEC or a state?**
Stonecrest Wealth Management, Inc is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311404.

**How much does Stonecrest Wealth Management, Inc manage?**
Stonecrest Wealth Management, Inc reports $375,821,951 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (90% discretionary).

**How have Stonecrest Wealth Management, Inc's assets and staff changed since 2021?**
In the Form ADV data for Stonecrest Wealth Management, Inc: Regulatory assets under management: $202,885,613 in the October 2021 data and $375,821,951 in the October 2026 data, up 85%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stonecrest Wealth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (274); high net worth individuals (111).

**Which custodians does Stonecrest Wealth Management, Inc use?**
Stonecrest Wealth Management, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Stonecrest Wealth Management, 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/311404

**Does Stonecrest Wealth Management, Inc state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "StoneCrest generally does not impose a minimum relationship size."

**What changed in Stonecrest Wealth Management, Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $307,364,055 to $375,821,951 (+22%). Registered or notice-filed in UT.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Account minimum: None

> StoneCrest generally does not impose a minimum relationship size.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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: $375,821,951
- Discretionary: $338,632,495
- Non-discretionary: $37,189,456

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 274 | $89,225,794 |
| High net worth individuals | 111 | $283,599,434 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,996,723 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, LA, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonecrestwealth.com
- Facebook @KCMahan42
- LinkedIn @stonecrest-wealth-management-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $202,885,613 | 4 | March 10, 2021 |
| October 2022 | $260,519,442 | 4 | May 10, 2022 |
| October 2023 | $193,805,951 | 4 | April 3, 2023 |
| October 2024 | $243,186,706 | 4 | January 30, 2024 |
| October 2025 | $307,364,055 | 4 | January 24, 2025 |
| October 2026 | $375,821,951 | 4 | February 6, 2026 |

Regulatory assets under management: $202,885,613 in the October 2021 data and $375,821,951 in the October 2026 data, up 85%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $307,364,055 to $375,821,951 (+22%).
- Registered or notice-filed in UT.

### February 2026
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonecrest Wealth Management, Inc (CRD 311404): Form ADV filing data as of October 2026.