Stonecrest Advisors, Inc.

$398.8MAssets under management
as of Apr 2026 · SEC Form ADV
Austin, TX
Visit website
No one on Advicer is connected to this yet.

Tech stack

No one at Stonecrest Advisors, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Stonecrest Advisors, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $134M held · filed Sep 2024