Oak Crest Advisory, Llc
- Regulatory AUM
- $90.2M
- Discretionary
- $90.2M
- Clients
- 222
- Avg AUM / client
- $406K
- Accounts
- 456
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 155 | $35.4M | 39.3% |
| High net worth individuals | 33 | $54.7M | 60.7% |
| Pension and profit sharing plans | 34 | $0 | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Michael Gray | Member And Director Of Financial Planning | CFP | May 2019 (7y) | ≈ 18.75% – 50% via Bryan M. Gray, Cpa Pc |
| Gregory Peter Mulbury | Managing Member | May 2019 (7y) | ≈ 18.75% – 50% via Mulbury Capital Advisors, Llc | |
| Michael Thomas Strong | Member And Chief Compliance Officer | Nov 2020 (6y) | ≈ 18.75% – 50% via Strong Financial Management Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mulbury Capital Advisors, Llc | Member | Nov 2023 | A | 25% – 50% |
| Strong Financial Management Llc | Member | Nov 2023 | A | 25% – 50% |
| Bryan M. Gray, Cpa Pc | Member | Nov 2023 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bryan Michael Gray: 75% – 100% of Bryan M. Gray, Cpa Pc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Gregory Peter Mulbury: 75% – 100% of Mulbury Capital Advisors, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Michael Thomas Strong: 75% – 100% of Strong Financial Management Llc × 25% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.03 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $90.2M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗