Stonecrest Advisors
Current SEC-registered Austin investment adviser whose parent group states that it serves retail and institutional clients.
Ways to work with this firm
| Engagement | Evidence state |
|---|---|
| standalone planning | not verified |
| advice only | not verified |
| hourly | not verified |
| fixed project | not verified |
| ongoing planning | not verified |
| investment management | yes |
| management required | not verified |
Fees and minimums
No fee or minimum information has completed review. This does not mean the firm has no minimum cost.
Identity and eligibility
- Firm ID
- firm_stonecrest_advisors
- CRD candidate identifier
- 142095
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- no
Profile summary
Stonecrest Advisors is the registered investment-adviser member of a financial-services group that also includes an affiliated broker-dealer. Retail eligibility and investment management are verified; a consumer-facing planning engagement and fee schedule were not.
Evidence and freshness
- Current Form ADV, official regulatory, checked 2026-08-09
- Stonecrest group overview, firm published, checked 2026-08-09
- Affiliated broker-dealer report, official regulatory, checked 2026-08-09
Profile review date: 2026-08-09
Corrections
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