OAK CREST ADVISORY, LLC
CRD #304255 SEC #801-123423 ROCHESTER, NY 585-507-1681
SEC Registered
Total AUM
$70M
Discretionary
$70M
Employees
3
Clients
0
Accounts
404
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $70M | $70M | $0 | 3 | 29 |
| Mar 2025 | $53.5M | $53.5M | $0 | 3 | 29 |
| Mar 2024 | $51.7M | $51.7M | $0 | 3 | 24 |
| Mar 2023 | $31M | $31M | $0 | 3 | 0 |
| Sep 2022 | $31M | $30.3M | $715.3K | 3 | 0 |
| Feb 2022 | $31M | $30.3M | $715.3K | 3 | 0 |
| Feb 2022 | $31M | $30.3M | $715.3K | 3 | 0 |
DateMar 2025
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees3
Clients29
DateMar 2025
Total AUM$53.5M
Discretionary$53.5M
Non-Disc.$0
Employees3
Clients29
DateMar 2024
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees3
Clients24
DateMar 2023
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$31M
Discretionary$30.3M
Non-Disc.$715.3K
Employees3
Clients0
DateFeb 2022
Total AUM$31M
Discretionary$30.3M
Non-Disc.$715.3K
Employees3
Clients0
DateFeb 2022
Total AUM$31M
Discretionary$30.3M
Non-Disc.$715.3K
Employees3
Clients0