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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2021
- Office Locations
- 1
Office Locations
About OAK Crest Advisory, LLC
Oak Crest Advisory is a Rochester, NY fee-only RIA delivering individualized wealth management and financial planning, including retirement, estate, and tax-aware planning, with a focus on small business and self-employed clients. The team includes CFP/CPA and Certified Tax Specialist credentials and emphasizes goal prioritization across wealth accumulation, preservation, and distribution. Custody is through Charles Schwab.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 19, 2026, reported AUM increased 28.9%, from $70.0M to $90.2M.
Across 5 reported observations, AUM increased 190.9% between September 12, 2022 and March 19, 2026, from $31.0M to $90.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 256 clients, or 85.3 clients per representative. That equates to $352.2K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Owner & Executives
BRYAN MICHAEL GRAY
Director, DIRECTOR OF FINANCIAL PLANNING
- CRD
- #6731132
- Ownership
- Less than 5%
GREGORY PETER MULBURY
Chief Financial Officer
- CRD
- #3091590
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,170,828 | $197,743 |
| Non-Discretionary | $0 | -- |
| Total | $90,170,828 | $197,743 |
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Separately Managed Accounts
SMA allocation detail is available
OAK Crest Advisory, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.