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Stonecrop Wealth Advisors, LLC

● SEC registered since 2020CRD 306486SEC# 801-117833West Chester, PA
Export (members)
Reg. AUM
$299.5M
Employees
7
Accounts
1,230
Location
West Chester, PA

Stonecrop Wealth Advisors, LLC assets under management

Stonecrop Wealth Advisors, LLC operates as an SEC-registered investment adviser based in West Chester, PA. The firm has been registered since 2020. It reports $299.5 million in regulatory assets under management and employs 7 people.

Stonecrop Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Douglas Robyn MacGray ControlOwner And PrincipalOver 75%2020
Logan Daniel MacGray ControlPresident / Chief Compliance OfficerUnder 5%2026

Frequently asked questions

How much does Stonecrop Wealth Advisors, LLC manage?

Stonecrop Wealth Advisors, LLC reports $299.5 million in regulatory assets under management on its Form ADV.

How many employees does Stonecrop Wealth Advisors, LLC have?

Stonecrop Wealth Advisors, LLC reports 7 employees.

Where is Stonecrop Wealth Advisors, LLC located?

Stonecrop Wealth Advisors, LLC is based in West Chester, PA and has been SEC-registered since 2020.

Does Stonecrop Wealth Advisors, LLC disclose fund performance?

Stonecrop Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 West Market Street, Suite 200, West Chester, PA 19382
Phone610-628-0035
Office hours8a.m. To 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$299.5M▲ 19%
Mar '25 — $251.9MApr '25 — $251.9MMay '25 — $251.9MJun '25 — $251.9MJul '25 — $251.9MAug '25 — $251.9MSep '25 — $251.9MOct '25 — $251.9MNov '25 — $251.9MDec '25 — $251.9MJan '26 — $251.9MFeb '26 — $251.9MMar '26 — $299.5MApr '26 — $299.5MMay '26 — $299.5MJun '26 — $299.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$299.5Mregulatory AUM
Discretionary $299MNon-discretionary $538K