# GLENCREST INVESTMENT ADVISORS, INC.

GLENCREST INVESTMENT ADVISORS, INC. of CLAREMONT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 119565
- Type: SEC-registered investment adviser
- SEC file number: 801-61058
- Location: 1490 NORTH CLAREMONT BLVD., SUITE 100, CLAREMONT, CA, 91711
- Phone: 800-257-6650
- Latest filing: 2009-01-23
- Regulatory AUM: $344.9M
- Discretionary AUM: $311.9M
- Non-discretionary AUM: $33.0M
- Clients: 6
- Accounts: 620

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| MCCARTHY KEVIN | DIRECTOR; PRESIDENT/CHAIRMAN; PRESIDENT/DIRECTOR | — |
| STEFFANCI THOMAS JOSEPH | PRESIDENT/CHIEF INVESTMENT OFFICER; SENIOR MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER; SENIOR MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER/DIRECTOR (+2 more) | — |
| RINEHART LARRY MICHAEL | DIRECTOR | — |
| WIRTES MICHAEL GEORGE | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; COO/CCO; MANAGING DIRECTOR/CAO (+1 more) | — |
| HILDEBRANDT MARK | CHIEF FINANCIAL OFFICER | — |
| MORRIS CURTIS W | DIRECTOR | — |
| BURWELL ROBERT WILLIAM | CHAIRMAN; DIRECTOR | — |
| CREAN RICHARD PETER | DIRECTOR | — |
| MORGAN STEPHEN C | DIRECTOR | — |
| STARK JIL H | DIRECTOR | — |
| STUTZMAN ROYCE A | DIRECTOR | — |
| SANCHEZ MICHAEL ANTHONY | CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| RUTHERFORD LAWRENCE EUGENE | MANAGING DIRECTOR; MANAGING DIRECTOR/MARKETING | — |
| TALBOTT GREGORY C | DIRECTOR | — |
| GROENE JERALD W | DIRECTOR | — |
| HAWKES JOSEPH EDWARD | DIRECTOR | — |
| GOLISH BOB | DIRECTOR | — |
| KENNY MARK VINCENT | MANAGING DIRECTOR/MARKETING | — |
| DOTEN DAVID FORREST | DIRECTOR | — |
| SMITH GILBERT FREDRICK | DIRECTOR | — |
| GROENE JERRY LEE | DIRECTOR | — |
| ECKLUND SHAWN ETHAN | MANAGING DIRECTOR | — |
| MARSHALL CATHERINE LYNN | MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119565/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119565/similar
- Related entities: https://search.stillhousedata.com/firm/119565/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119565

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.