Stonecrest Advisors, Inc.
- Regulatory AUM
- $399M
- Discretionary
- $108M
- Clients
- 477
- Avg AUM / client
- $836K
- Accounts
- 477
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 389 | $67.3M | 16.9% |
| High net worth individuals | 22 | $55.2M | 13.8% |
| Pension and profit sharing plans | 1 | $2.4M | 0.59% |
| Charitable organizations | 3 | $6.8M | 1.71% |
| Corporations and other businesses | 62 | $267M | 67.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pharma Bio Serv Pr, Inc. Retirement Plan Pharma Bio Serv Pr, Inc. | 2024 | |
| Pharma Bio Serv Pr, Inc. Retirement Plan Pharma Bio Serv Pr, Inc. | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Weibel | Managing Member | Oct 2016 (10y) | ≈ 37.5% – 75% via Stonecrest Holdings, Llc | |
| Randolph, John, Scott | Executive Officer | Oct 2016 (10y) | ≈ 18.75% – 50% via Stonecrest Holdings, Llc | |
| David Bennett Jones | Chief Operating Officer/Chief Compliance Officer/President | Jun 2017 (9y) | Less than 5% | |
| Deborah Ann Stackpole | Registered representative | Oct 2016 (10y) | ||
| Edward Pius Kasperavich | Registered representative | CFA | Oct 2016 (10y) | |
| Antonio Salvador Bauza | Registered representative | Aug 2017 (9y) | ||
| Rebecca Esther Feliciano Beltran | Registered representative | CFP | May 2018 (8y) | |
| Pedro Gonzalez Caldas | Registered representative | Jul 2019 (7y) | ||
| Roberto Jose Pineda Castellvi | Registered representative | Feb 2020 (6y) | ||
| Adrian Andres Fernandez | Registered representative | Jul 2020 (6y) | ||
| Sean Warren Miles Barbosa | Registered representative | Jul 2021 (5y) | ||
| Jose Miguel Cubillo Gonzalez | Registered representative | Feb 2022 (4y) | ||
| Carlos Andres Rodriguez De Gracia | Registered representative | May 2022 (4y) | ||
| Gabriel J Lopez Sanchez | Registered representative | Oct 2022 (4y) | ||
| Federico Cardona | Registered representative | Nov 2022 (4y) | ||
| Paula Kay Heffron | Registered representative | CFP | Nov 2024 (2y) | |
| Luiz David Xavier Azambuja | Registered representative | Jan 2025 (2y) | ||
| Cristian David Duntley Chevres | Registered representative | Jan 2025 (2y) | ||
| Gino Serafini | Registered representative | Mar 2025 (1y) | ||
| Javier Anibal Rodriguez | Registered representative | Nov 2025 (1y) | ||
| Francisco Javier Landivar | Registered representative | Nov 2025 (1y) | ||
| Abi Gatenio | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stonecrest Holdings, Llc | Owner | Oct 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Weibel: 50% – 75% of Stonecrest Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Randolph, John, Scott: 25% – 50% of Stonecrest Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pharma Bio Serv Pr, Inc. Retirement Plan | Pharma Bio Serv Pr, Inc. | 52 | $4.8M | 01/01/2024 |
| Pharma Bio Serv Pr, Inc. Retirement Plan | Pharma Bio Serv Pr, Inc. | 52 | $4.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $134M (34% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗