STONECREST ADVISORS, INC.
CRD #142095 SEC #801-128386 AUSTIN, TX 866-342-1069
SEC Registered
Total AUM
$155.3M
Discretionary
$75.6M
Employees
21
Clients
10
Accounts
383
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $155.3M | $75.6M | $79.7M | 21 | 0 |
| Apr 2025 | $155.3M | $75.6M | $79.7M | 21 | 0 |
| Mar 2025 | $155.3M | $75.6M | $79.7M | 21 | 0 |
| Jan 2025 | $133.8M | $62.8M | $71M | 14 | 0 |
| Sep 2024 | $133.8M | $62.8M | $71M | 14 | 0 |
| Sep 2024 | $133.8M | $62.8M | $71M | 14 | 0 |
| Sep 2024 | $133.8M | $62.8M | $71M | 14 | 0 |
| May 2024 | $133.8M | $62.8M | $71M | 14 | 0 |
| Mar 2024 | $133.8M | $62.8M | $71M | 14 | 0 |
| Jun 2023 | $132.5M | $54.2M | $78.4M | 14 | 0 |
| Jun 2010 | $27.8M | $27.8M | $0 | 5 | -- |
| Jun 2010 | $27.8M | $27.8M | $0 | 5 | -- |
| May 2010 | $27.8M | $27.8M | $0 | 5 | -- |
DateMay 2025
Total AUM$155.3M
Discretionary$75.6M
Non-Disc.$79.7M
Employees21
Clients0
DateApr 2025
Total AUM$155.3M
Discretionary$75.6M
Non-Disc.$79.7M
Employees21
Clients0
DateMar 2025
Total AUM$155.3M
Discretionary$75.6M
Non-Disc.$79.7M
Employees21
Clients0
DateJan 2025
Total AUM$133.8M
Discretionary$62.8M
Non-Disc.$71M
Employees14
Clients0
DateSep 2024
Total AUM$133.8M
Discretionary$62.8M
Non-Disc.$71M
Employees14
Clients0
DateSep 2024
Total AUM$133.8M
Discretionary$62.8M
Non-Disc.$71M
Employees14
Clients0
DateSep 2024
Total AUM$133.8M
Discretionary$62.8M
Non-Disc.$71M
Employees14
Clients0
DateMay 2024
Total AUM$133.8M
Discretionary$62.8M
Non-Disc.$71M
Employees14
Clients0
DateMar 2024
Total AUM$133.8M
Discretionary$62.8M
Non-Disc.$71M
Employees14
Clients0
DateJun 2023
Total AUM$132.5M
Discretionary$54.2M
Non-Disc.$78.4M
Employees14
Clients0
DateJun 2010
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--