STONECREST ADVISORS, INC.

STONECREST ADVISORS, INC. of AUSTIN, TX is an SEC-registered investment adviser (CRD 142095). Regulatory assets under management: $398.8M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (9)

NameRoleLocation
David WeibelDIRECTORSan Juan, PR
David Bennett JonesCHIEF OPERATING OFFICER/PRESIDENT; DIRECTOR—
John Scott RandolphDIRECTOR—
Paula Kay HeffronCHIEF COMPLIANCE OFFICER—
SCHILD MARK DAVIDCEO / CFO; CHIEF COMPLIANCE OFFICER—
FRAMKE ARTHUR NORMANINVESTMENT ADVISOR—
WEIBEL DAVIDMANAGING MEMBER—
JONES DAVID BENNETTCHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/PRESIDENT—
RANDOLPH JOHN SCOTTEXECUTIVE OFFICER—

Branch offices (12)

CityStateEmployeesPhone
SAN JUANPR10787-945-2918
GUAYNABOPR2866-342-1069
——2662-408-9955
——1201-675-5354
——1201-675-5356
——1866-342-1069
CARACAS—18663421069
——1544143116828
CORAL GABLESFL1786-537-2724
CARACAS—1584122275476
CARACAS—1866-342-1069
BUENOS AIRES—1+5491130010312

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