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STONECREST ADVISORS, INC.

AUSTIN, TX · CRD 142095 · IAPD ↗ · stonecrestpartners.com · 866-342-1069

$398.8MRegulatory AUM
24Advisory reps
25Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — STONECREST ADVISORS, INC. added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
May 2026 — STONECREST ADVISORS, INC. grew from 20 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
May 2026 — STONECREST ADVISORS, INC. reported RAUM up 157% ($155.3M -> $398.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — STONECREST ADVISORS, INC. added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — STONECREST ADVISORS, INC. grew from 13 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
October 2024 — STONECREST ADVISORS, INC. added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.