← Tributary

OAK CREST ADVISORY, LLC

ROCHESTER, NY · CRD 304255 · IAPD ↗ · oakcrestadvisory.com · 585-507-1681

$90.2MRegulatory AUM
3Advisory reps
3Employees
34Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — OAK CREST ADVISORY, LLC reported RAUM up 29% ($70.0M -> $90.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — OAK CREST ADVISORY, LLC now reports custody of client assets ($13.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
62
April 2025 — OAK CREST ADVISORY, LLC reported RAUM up 35% ($51.7M -> $70.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — OAK CREST ADVISORY, LLC reported RAUM up 67% ($31.0M -> $51.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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