Stonecrest Advisors, Inc.
● SEC registered since 2023CRD 142095SEC# 801-128386Austin, TX
Reg. AUM
$398.8M
Employees
25
Accounts
477
Location
Austin, TX
Stonecrest Advisors, Inc. assets under management
Stonecrest Advisors, Inc. is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2023. It reports $398.8 million in regulatory assets under management and employs 25 people.
Stonecrest Advisors, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Bennett Jones Control | Chief Operating Officer/President | Under 5% | 2017 |
| Paula Kay Heffron Control | Chief Compliance Officer | Under 5% | 2025 |
| Stonecrest Holdings, LLC Control | Owner | Over 75% | 2016 |
| David Bennett Jones Control | Director | — | 2023 |
| David Weibel Control | Director | 50-75% | 2016 |
| John Scott Randolph | Director | — | 2016 |
Frequently asked questions
How much does Stonecrest Advisors, Inc. manage?
Stonecrest Advisors, Inc. reports $398.8 million in regulatory assets under management on its Form ADV.
How many employees does Stonecrest Advisors, Inc. have?
Stonecrest Advisors, Inc. reports 25 employees.
Where is Stonecrest Advisors, Inc. located?
Stonecrest Advisors, Inc. is based in Austin, TX and has been SEC-registered since 2023.
Does Stonecrest Advisors, Inc. disclose fund performance?
Stonecrest Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 West 6th Street, Suite 1550, Austin, TX 78701-4666 |
| Phone | 866-342-1069 |
| Fax | 512-967-0858 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$398.8M▲ 198%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$398.8Mregulatory AUM
Discretionary $108.4MNon-discretionary $290.4M