| Name | Title | Ownership | Since |
|---|---|---|---|
| David Bennett Jones Control | Chief Operating Officer/President | Under 5% | 2017 |
| Paula Kay Heffron Control | Chief Compliance Officer | Under 5% | 2025 |
| Stonecrest Holdings, LLC Control | Owner | Over 75% | 2016 |
Stonecrest Advisors, Inc. reports $155.3 million in regulatory assets under management on its Form ADV.
Stonecrest Advisors, Inc. reports 21 employees.
Stonecrest Advisors, Inc. is based in Austin, TX and has been SEC-registered since 2023.
Stonecrest Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 West 6th Street, Suite 1550, Austin, TX 78701-4666 |
| Phone | 866-342-1069 |
| Fax | 512-967-0858 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $75.6M |
| Non-discretionary | $79.7M |
| Total (RAUM) | $155.3M |