CRD: 306486
Stonecrop Wealth Advisors, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2020
- Office Locations
- 1
Office Locations
About Stonecrop Wealth Advisors, LLC
Stonecrop Wealth Advisors provides financial planning and investment management for individuals and families, plus tax-exempt institutions with smaller endowments (startup to ~$100M). The firm emphasizes purpose-centered planning focused on “prosperity” beyond net worth and uses portfolio construction/asset allocation with vehicles such as ETFs and mutual funds. A notable differentiator: its charitable giving rate is reported at 10.4x the industry average.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DOUGLAS ROBYN MACGRAY
Owner, PRINCIPAL
- CRD
- #4463192
- Ownership
- 75% or more
Logan Daniel MacGray
Chief Compliance Officer, Director, President
- CRD
- #6710066
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAKE DILAURA
Financial Advisor
- CRD
- #8210334
Dalton Greiner
Associate
- CRD
- #7972170
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,002,997 | $243,488 |
| Non-Discretionary | $537,655 | $268,828 |
| Total | $299,540,652 | $243,529 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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