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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2025
- Branch Offices
- 10
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEFFRON, PAULA, KAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEFFRON, PAULA, KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, PAULA, KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/PRESIDENT | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/PRESIDENT | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/PRESIDENT | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/PRESIDENT | NA | Control |
| JONES, DAVID, BENNETT | I | CHIEF OPERATING OFFICER/PRESIDENT | NA | Control |
| SCHILD, MARK, DAVID | I | CEO / CFO | E | Control |
| SCHILD, MARK, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHILD, MARK, DAVID | I | CEO / CFO | E | Control |
| SCHILD, MARK, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHILD, MARK, DAVID | I | CEO / CFO | E | Control |
| SCHILD, MARK, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
| STONECREST HOLDINGS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WEIBEL, DAVID | I | STONECREST HOLDINGS, LLC | D | Control |
| WEIBEL, DAVID | I | STONECREST HOLDINGS, LLC | D | Control |
| WEIBEL, DAVID | I | STONECREST HOLDINGS, LLC | D | Control |
| WEIBEL, DAVID | I | STONECREST HOLDINGS, LLC | D | Control |
| WEIBEL, DAVID | I | STONECREST HOLDINGS, LLC | D | Control |
| WEIBEL, DAVID | I | STONECREST HOLDINGS, LLC | D | Control |
| RANDOLPH, JOHN, SCOTT | I | STONECREST HOLDINGS, LLC | C | |
| RANDOLPH, JOHN, SCOTT | I | STONECREST HOLDINGS, LLC | C | |
| RANDOLPH, JOHN, SCOTT | I | STONECREST HOLDINGS, LLC | C | |
| RANDOLPH, JOHN, SCOTT | I | STONECREST HOLDINGS, LLC | C | |
| RANDOLPH, JOHN, SCOTT | I | STONECREST HOLDINGS, LLC | C | |
| RANDOLPH, JOHN, SCOTT | I | STONECREST HOLDINGS, LLC | C |
Registrations
Federal
IA
May 20, 2025 REGISTERED
Notice Filings (10)
CT DC FL MA NJ NY OH PA PR TX
Address
300 WEST 6TH STREETSUITE 1550
AUSTIN, TX 78701-4666
United States
Phone: 866-342-1069