Oak Crest Advisory, LLC
● SEC registered since 2022CRD 304255SEC# 801-123423Rochester, NY
Reg. AUM
$90.2M
Employees
3
Accounts
456
Location
Rochester, NY
Oak Crest Advisory, LLC assets under management
Oak Crest Advisory, LLC is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 2022. It reports $90.2 million in regulatory assets under management and employs 3 people.
Oak Crest Advisory, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan M. Gray, Cpa PC Control | Managing Member | 25-50% | 2023 |
| Bryan Michael Gray Control | Director Of Financial Planning | Under 5% | 2019 |
| Gregory Peter Mulbury Control | Cfo | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Oak Crest Advisory, LLC manage?
Oak Crest Advisory, LLC reports $90.2 million in regulatory assets under management on its Form ADV.
How many employees does Oak Crest Advisory, LLC have?
Oak Crest Advisory, LLC reports 3 employees.
Where is Oak Crest Advisory, LLC located?
Oak Crest Advisory, LLC is based in Rochester, NY and has been SEC-registered since 2022.
Does Oak Crest Advisory, LLC disclose fund performance?
Oak Crest Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 160 Linden Oaks, Rochester, NY 14625 |
| Phone | 585-507-1681 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$90.2M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$90.2Mregulatory AUM
Discretionary $90.2M