Stonecrest Advisors, Inc.

Overview

Stonecrest Advisors, Inc. is an SEC registered investment adviser based in Austin, TX, registered since 1994. It reports $399M in assets under management across 477 accounts, with 25 employees. It has 20 investment adviser representatives.

Reported AUM

$399M

Discretionary

27%

Accounts

477

Average account

$836K

Employees

25

Advisory reps

20

Registered since

1994

Jurisdictions

7

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• David Bennett Jones Jr Chief Operating Officer, President CRD 4915605
• Paula Kay Heffron Chief Compliance Officer CRD 4901921

Advisory reps 3 of 20

• Luiz David Xavier Azambuja Registered Rep · Investment Adviser Rep CRD 6151823
• Antonio Salvador Bauza Registered Rep · Investment Adviser Rep CRD 860146
• Federico Cardona Registered Rep · Investment Adviser Rep CRD 6170765

17 more advisory reps, with emails, phones and branch locations

Location

Headquarters

300 W 6th St Ste 1550
Austin, TX 78701

County

Travis

Metro area

Austin-Round Rock-Georgetown, TX

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: stonecrestpartners.com

Every state, with registration dates

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