# Stonecrop Wealth Advisors, LLC

> Stonecrop Wealth Advisors, LLC is an SEC-registered investment advisory firm in West Chester, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 306486
- Filed as: STONECROP WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306486
- AdvisorCensus page: https://advisorcensus.com/firm/stonecrop-wealth-advisors-llc-west-chester-pa-306486

## Quick answers

**How is Stonecrop Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stonecrop Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Stonecrop Wealth Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.5% to 0.95% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stonecrop Wealth Advisors, LLC located?**
Stonecrop Wealth Advisors, LLC's principal office is in West Chester, PA, according to its Form ADV.

**Is Stonecrop Wealth Advisors, LLC registered with the SEC or a state?**
Stonecrop Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306486.

**How much does Stonecrop Wealth Advisors, LLC manage?**
Stonecrop Wealth Advisors, LLC reports $299,540,652 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Stonecrop Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Stonecrop Wealth Advisors, LLC: Regulatory assets under management: $194,828,359 in the October 2021 data and $299,540,652 in the October 2026 data, up 54%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stonecrop Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (721); high net worth individuals (464); charitable organizations (42).

**Which custodians does Stonecrop Wealth Advisors, LLC use?**
Stonecrop Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Stonecrop Wealth Advisors, LLC 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/306486

**What changed in Stonecrop Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $251,884,409 to $299,540,652 (+19%). Updated its list of owners and control persons (Schedule A).

## 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 March 27, 2026)

- Asset-based fee: 0.5% to 0.95% a year (a range, as the brochure states it)

> The Firm’s annual fee for Investment Advisory Services and ongoing Financial Planning services is based on a percentage of assets under management and generally ranges from 0.50% to 0.95%, payable quarterly 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))
- Fidelity Brokerage Services 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: $299,540,652
- Discretionary: $299,002,997
- Non-discretionary: $537,655

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 721 | $49,206,884 |
| High net worth individuals | 464 | $187,757,694 |
| Investment companies | 1 | $555,738 |
| Charitable organizations | 42 | $61,482,681 |
| Corporations or other businesses not listed above | 2 | $537,655 |

### 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, NC, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonecropadvisors.com
- Facebook @StonecropWealthAdvisors
- LinkedIn @stonecropadvisors
- LinkedIn @dmacgray
- LinkedIn @loganmacgray

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $194,828,359 | 4 | September 1, 2021 |
| October 2022 | $236,257,415 | 4 | September 1, 2022 |
| October 2023 | $205,016,642 | 4 | August 29, 2023 |
| October 2024 | $235,907,635 | 5 | March 25, 2024 |
| October 2025 | $251,884,409 | 5 | March 10, 2025 |
| October 2026 | $299,540,652 | 7 | March 27, 2026 |

Regulatory assets under management: $194,828,359 in the October 2021 data and $299,540,652 in the October 2026 data, up 54%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $251,884,409 to $299,540,652 (+19%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonecrop Wealth Advisors, LLC (CRD 306486): Form ADV filing data as of October 2026.