Data / Investment advisers / Texas / Stonecrest Advisors, Inc.
Stonecrest Advisors, Inc., Austin, TX: $399 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Stonecrest Advisors, Inc. is an SEC registered investment adviser with its main office in Austin, Texas and reports $399 million in regulatory assets under management in its Form ADV filed April 16, 2026. Its clients include corporations and other businesses, individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Stonecrest Advisors, Inc. (CRD number 142095): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 142095
- SEC file number
- 801-128386
- SEC status
- Approved, effective July 21, 2023
- Main office
- 300 West 6th Street Suite 1550, Austin, TX 78701
- Phone
- (866) 342-1069
- Website
- stonecrestpartners.com
- Regulatory AUM
- $398,800,521 in the Form ADV filed April 16, 2026
- Discretionary AUM
- $108,431,578
- Non discretionary AUM
- $290,368,943
- Accounts
- 477
- Employees
- 25, of which 24 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 12
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 62 | $267.1 million |
| Individuals (other than high net worth individuals) | 389 | $67.3 million |
| High net worth individuals | 22 | $55.2 million |
| Charitable organizations | 3 | $6.8 million |
| Pension and profit sharing plans | 1 | $2.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $398.8 million | April 16, 2026 |
| December 1, 2025 | $155.3 million | May 20, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Destiny Advisors LLC | Austin | $441.4 million | Not listed | adviserinfo.sec.gov |
| Moontower Asset Management LP | Austin | $419.2 million | 6 | adviserinfo.sec.gov |
| Greenridge Growth Partners | Austin | $408.8 million | 4 | adviserinfo.sec.gov |
| Erben Associates, LLC | Austin | $402.5 million | Not listed | adviserinfo.sec.gov |
| Pioneer Wealth Management Group | Austin | $399.2 million | Not listed | adviserinfo.sec.gov |
| Nixon Capital LLC | Austin | $389.9 million | 1 | adviserinfo.sec.gov |
| LBJ Family Wealth Advisors, LTD. | Austin | $388.8 million | 2 | adviserinfo.sec.gov |
| Ironbridge Private Wealth, LLC | Austin | $379.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving individuals
- Stonecrest Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.