STONECREST ADVISORS, INC.

CRD 142095File 801-128386

APPROVED

Retail clients

Filing as of Apr 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$398.8M

Below cohort median (national)

Discretionary AUM

$108.4M

Non-discretionary $290.4M

Clients

477

477 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Jul 21, 2023
Principal office: 300 WEST 6TH STREET, SUITE 1550, AUSTIN, TX, 78701-4666
Phone: 866-342-1069
Website: https://www.stonecrestpartners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $398.8M
Discretionary AUM: $108.4M
Non-discretionary AUM: $290.4M
Discretionary accounts: 288
Non-discretionary accounts: 189
Total accounts: 477
AUM per client: $836K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	62	$267.1M
Charitable organizations	3	$6.8M
High net worth individuals	22	$55.2M
Pension and profit sharing plans	1	$2.4M
Individuals (other than high net worth individuals)	389	$67.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.