OAK CREST ADVISORY, LLC

Latest filing: Mar 31, 2025 (113 days ago)
View on IAPD
Adviser Website

AUM

$69,965,414
35% change vs. 1 year ago
126% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

3
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

ROCHESTER, NY
160 LINDEN OAKS, ROCHESTER, NY, UNITED STATES, 14625

Client AUM

Discretion AUM
Discretionary $0.1
Non-Discretionary $0.0
Total $0.1
Client AUM
Retail $0.1
Pooled $0.0
Institutional $0.0
Total $0.1
Retail Accounts AUM
Individual 125 $0.0
Average Individual AUM $256,397
HNW 24 $0.0
Average HNW AUM $1,579,824
Retail Total 149 $0.1
Average Retail AUM $469,567

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. WESTLAKE-TX-USA $0.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.1
Retail SMA AUM $0.1
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 4% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 6% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 89% $0.1
Other Pools 0% $0.0
Cash 1% $0.0
Other 0% $0.0
Total 100% $0.1

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
STRONG FINANCIAL MANAGEMENT LLC $0.0 -
BRYAN M. GRAY, CPA P.C. $0.0 accountancy -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

9 active

Name Title
MULBURY, GREGORY, PETER MANAGING MEMBER, MANAGING MEMBER
GRAY, BRYAN, MICHAEL MEMBER AND DIRECTOR OF FINANCIAL PLANNING, MANAGING MEMBER
STRONG, MICHAEL, THOMAS MEMBER AND CHIEF COMPLIANCE OFFICER, MANAGING MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

3 active representatives found

Name City State Exams Designations
GREGORY MULBURY ROCHESTER NY S63|2005-11-05|S65|2019-01-19
BRYAN GRAY ROCHESTER NY CERTIFIED FINANCIAL PLANNER
MICHAEL STRONG ROCHESTER NY S66|2011-08-14|S65|2020-11-16

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.1 $0.0 0% 3 0 0%
2025-04-21 $0.1 $0.0 0% 3 0 0%
2024-04-02 $0.1 $0.0 35% 3 0 0%
2023-04-04 $0.0 $0.0 125% 3 0 0%
2022-04-01 $0.0 $0.0 126% 3 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, NY-03/11/2022, TX-03/11/2022
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PENSION CONSULTING
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV