STONECROP WEALTH ADVISORS, LLC
Latest filing: Mar 10, 2025 (114 days ago)
AUM
$251,884,409
7% change vs. 1 year ago
7% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
5
0% change vs. 1 year ago
25% change vs. 3 years ago
67% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WEST CHESTER, PA
2 WEST MARKET STREET, WEST CHESTER, PA, UNITED STATES, 19382
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 628 | $0.1 |
| Average Individual AUM | $146,861 | |
| HNW | 56 | $0.1 |
| Average HNW AUM | $1,793,453 | |
| Retail Total | 684 | $0.2 |
| Average Retail AUM | $281,670 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 21% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 71% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JESSICA CHOMINSKI | WEST CHESTER | PA | S65|2024-02-01 | ||||||
| DOUGLAS MACGRAY | WEST CHESTER | PA | S63|2007-03-06 | CERTIFIED FINANCIAL PLANNER | |||||
| CHARLES BLACHFORD | WEST CHESTER | PA | S65|2023-07-26 | ||||||
| LOGAN MACGRAY | WEST CHESTER | PA | S65|2018-02-15 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 7% | 5 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.0 | 23% | 4 | 1 | 25% |
| 2022-04-01 | $0.2 | $0.0 | 7% | 4 | 1 | 25% |
| 2021-04-05 | $0.2 | $0.1 | 29% | 4 | 1 | 25% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 3 | 2 | 67% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, DE-01/02/2020, FL-11/04/2020, NC-05/11/2021, NJ-01/02/2020, PA-01/02/2020, TX-01/02/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV