SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Stonecrest Advisors, Inc.
Austin, TX
CRD 142095
Firm filing updated April 16, 2026 ·
- $398.8MAssets
- 477Clients
- 24Advisory staff
- 477Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals389
- Corporations or other businesses62
- High net worth individuals22
- Charities3
- Pension and profit sharing plans1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 389 | $67.3 million |
| High net worth individuals | 22 | $55.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2.4 million |
| Charitable organizations | 3 | $6.8 million |
| Corporations or other businesses not listed above | 62 | $267.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$398.8 million
- Accounts477
- Discretionary$108.4 million · 288 accounts
- Non-discretionary$290.4 million · 189 accounts
People
- Employees25
- Advisory staff24
- Broker-dealer reps23
- Licensed insurance agents13
- Planning clients1 to 10
Advisors
14 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 142095, SEC file 801-128386.
- Registered with the SEC as an investment advisor (status date on record: July 21, 2023).
Is Stonecrest Advisors, Inc. a fiduciary?
Short answer: Stonecrest Advisors, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 23 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
13 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.