RIA Intel›Advisers›Texas›STONECREST ADVISORS, INC.

STONECREST ADVISORS, INC.

Advisory

N·AUSTIN, TX

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM
$399M
1-Year AUM Growth
+16.1%
3-Year CAGR
+6.0%
Employees
24
Assets Under Management
Total AUM$399M
Discretionary AUM$108M
Non-Discretionary AUM$290M
Discretionary %27.2%
Total Clients383
Team
Total Employees24
Investment Advisers25
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingMay 26, 2010
Latest FilingApr 1, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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