Stonecrop Wealth Advisors, Llc
- Regulatory AUM
- $300M
- Discretionary
- $299M
- Clients
- 1,230
- Avg AUM / client
- $244K
- Accounts
- 1,230
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 721 | $49.2M | 16.4% |
| High net worth individuals | 464 | $188M | 62.7% |
| Investment companies | 1 | $556K | 0.19% |
| Charitable organizations | 42 | $61.5M | 20.5% |
| Corporations and other businesses | 2 | $538K | 0.18% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Robyn Macgray | Owner And Principal | CFP | Jan 2020 (7y) | 75% or more |
| Plummer, Christopher, George | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Logan Daniel Mac Gray | Registered representative | CFA | Jan 2020 (7y) | |
| Dalton Greiner | Registered representative | Aug 2024 (2y) | ||
| Samuel Alan Stehr | Registered representative | May 2025 (1y) | ||
| Jake Dilaura | Registered representative | Feb 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/27/2026 | 896 KB | 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
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $300M (100% of AUM) Mar 2026
- TD Ameritrade $205M (100% of AUM) Aug 2023
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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗