| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan M. Gray, Cpa PC Control | Managing Member | 25-50% | 2023 |
| Bryan Michael Gray Control | Director Of Financial Planning | Under 5% | 2019 |
| Gregory Peter Mulbury Control | Cfo | Under 5% | 2019 |
Oak Crest Advisory, LLC reports $70 million in regulatory assets under management on its Form ADV.
Oak Crest Advisory, LLC reports 3 employees.
Oak Crest Advisory, LLC is based in Rochester, NY and has been SEC-registered since 2022.
Oak Crest Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 160 Linden Oaks, Rochester, NY 14625 |
| Phone | 585-507-1681 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $70M |
| Non-discretionary | $0 |
| Total (RAUM) | $70M |