STONECREST ADVISORS, INC.
SEC RegisteredYour investment future starts here
About the firm
Stonecrest Partners is a boutique independent financial services enterprise that includes sister companies Stonecrest Capital Markets, Inc. and Stonecrest Advisors, Inc. Founded by institutional traders, it is a privately held company based in Austin, Texas, with offices or affiliates in Miami, New York, Ridgewood (NJ), San Antonio, and San Juan, Puerto Rico. The firm is focused on achieving superior results for retail and institutional clients through personalized service and trust.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-service, fee-based investment advisory and wealth management solutions; a flexible investment platform providing access to broad markets and asset managers; securities brokerage through an introducing broker-dealer on the Pershing platform; and alternative investment products including real estate 1031 DST (Delaware Statutory Trust) exchanges.
Who they serve
Private individuals, international family offices, institutions, independent advisors, high net worth families, and retail and institutional clients in the U.S., Europe, and Latin America.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 389 | $67M |
| High Net Worth Individuals | 22 | $55M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 1 | $2.4M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STONECREST ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.