Stonecrest Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated April 16, 2026, reports $399M in regulatory assets under management, 25 employees, 12 offices, and 477 accounts.
Assets Under Management
$399M
Employees
25
Offices
12 offices
Total Clients
477
Primary office
AUSTIN, TX
300 WEST 6TH STREET, SUITE 1550, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.6% of total clients.
Top client categories% of clientsClients
1
Individuals
81.6%
389
2
Corporations
13.0%
62
3
HNWI
4.6%
22
4
Charitable
0.6%
3
5
Pension Plans
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$399Mas of April 16, 2026
Discretionary27.2%
$108M
27% of total RAUM27.2%
Non-discretionary72.8%
$290M
73% of total RAUM72.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$399M
Total Accounts477
10Y AUM Change+$266M (+200.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee19:1
10Y Employee Change+11 (+78.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.