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OAK Crest Advisory, LLC

OAK Crest Advisory, LLC. CRD 304255

OAK Crest Advisory, LLC logo

CRD: 304255

OAK Crest Advisory, LLC

Rochester, NY, 14625
5855071681
www.oakcrestadvisory.com
$90.2M Total AUM
$90.2M Disc. AUM
42.7% 3Y CAGR
3 Employees
256 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Prime eagleElement eagle
Established Date
06-01-2021
Office Locations
1

Office Locations

160 Linden Oaks Rochester NY

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.

Team overview

44 AVG AGE
$30.1M AVG AUM / ADVISOR
$352.2K AVG AUM / CLIENT
5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Alpha momentum Bridge Radial

Client Personas

Focus peak

Custodian

Vital matrix Oak

Investment Themes

Legacy north Foundation north Prime matrix Timber harbor Prime catalyst

Investment Vehicles

Vital crest Vital prime

Platform

Bridge Summit peak

Services

Matrix Timber Fusion North Delta Prime bridge Foundation Insight bridge Unison Unison Insight Delta oak Bridge matrix

Technology

Horizon Unison frontier

Owner & Executives

BRYAN MICHAEL GRAY

BRYAN MICHAEL GRAY

Director, DIRECTOR OF FINANCIAL PLANNING

CRD
#6731132
Ownership
Less than 5%
(503) 856-8672
insight.capital@peakcapital.com
in linkedin.com/in/radial-pathway
G

GREGORY PETER MULBURY

Chief Financial Officer

CRD
#3091590
Ownership
Less than 5%
(781) 539-5192
pathway.peak@momentumcapital.com
in linkedin.com/in/pathway-legacy
H

Harbor optima

Legacy value glacier

CRD
#97990
Ownership
46.9%
(936) 824-1383
matrix.focus@deltacapital.com
in linkedin.com/in/value-meridian

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-12-2022
03-09-2023
03-27-2024
03-31-2025
03-19-2026
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

Total SMA Asset: $90,170,828

$90.2M Total SMA
Public Funds:
15.7%
Equity - Exchange:
24.9%
Cash:
26.5%
Corporate - Investment Grade:
32.9%
Asset class Assets Assets %
Public Funds $1,014,686,589 15.7%
Equity - Exchange $1,609,280,004 24.9%
Cash $1,712,687,554 26.5%
Corporate - Investment Grade $2,126,317,755 32.9%
Total $6,462,971,902 100.0%

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