# OAK CREST ADVISORY, LLC

OAK CREST ADVISORY, LLC of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 304255
- Type: SEC-registered investment adviser
- SEC file number: 801-123423
- Location: 160 LINDEN OAKS, ROCHESTER, NY, 14625
- Phone: 585-507-1681
- Latest filing: 2026-03-19
- Regulatory AUM: $90.2M
- Discretionary AUM: $90.2M
- Clients: 3
- Accounts: 456

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Peter Mulbury | CFO; MANAGING MEMBER & PRESIDENT | — |
| Bryan Michael Gray | DIRECTOR OF FINANCIAL PLANNING; PRESIDENT | — |
| Michael Thomas Strong | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| GRAY MICHAEL | MANAGING MEMBER; MEMBER AND DIRECTOR OF FINANCIAL PLANNING | — |
| MULBURY GREGORY PETER | MANAGING MEMBER | — |
| STRONG MICHAEL THOMAS | MANAGING MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304255/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304255/similar
- Related entities: https://search.stillhousedata.com/firm/304255/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304255

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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.