Stonecrop Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Stonecrop Wealth Advisors reports 1,230 clients. They include 721 individual clients, 464 high-net-worth individuals and 42 charitable organizations. Of its assets, 99.8% ($299M across 1,228 accounts) are managed with discretion; $538K across 2 accounts are not. It advised 290 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 16% |
| High-net-worth individuals | 38% | 63% |
| Investment companies | <1% | <1% |
| Charitable organizations | 3% | 21% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 721 | $49.2M | 16.4% | $68.2K |
| High-net-worth individuals | 464 | $188M | 62.7% | $405K |
| Investment companies | 1 | $556K | 0.2% | $556K |
| Charitable organizations | 42 | $61.5M | 20.5% | $1.46M |
| Corporations and other businesses | 2 | $538K | 0.2% | $269K |
| Total | 1,230 | $300M | 100% | $244K |
- Clients
- 721
- Regulatory AUM
- $49.2M
- AUM share
- 16.4%
- Avg. per client
- $68.2K
- Clients
- 464
- Regulatory AUM
- $188M
- AUM share
- 62.7%
- Avg. per client
- $405K
- Clients
- 1
- Regulatory AUM
- $556K
- AUM share
- 0.2%
- Avg. per client
- $556K
- Clients
- 42
- Regulatory AUM
- $61.5M
- AUM share
- 20.5%
- Avg. per client
- $1.46M
- Clients
- 2
- Regulatory AUM
- $538K
- AUM share
- 0.2%
- Avg. per client
- $269K
Total
- Clients
- 1,230
- Regulatory AUM
- $300M
- AUM share
- 100%
- Avg. per client
- $244K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 290
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Stonecrop Wealth Advisors charges 0.50%–0.95% a year for its Investment Advisory. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning (fixed fee)
- Typically $2,400 to $15,000 depending on the arrangement reached with the client; any advance payment is capped at $1,200 for work not completed within six months.
- Financial planning (hourly)
- Billed hourly at $100 to $500 per hour, with an hours estimate given at the start; billed quarterly in arrears on hours accrued.
- Portfolio management (fixed fee)
- Portfolio management may be charged as a fixed fee of $4,000 to $20,000, due on completion of the project.
Douglas Macgray owns 75% or more of Stonecrop Wealth Advisors. The leadership team of Stonecrop Wealth Advisors includes President Logan MacGray. It has 7 employees, 6 of them in advisory roles.
Leadership
- Logan MacGrayPresident / Chief Compliance Officer
- Douglas MacgrayOwner and Principal
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Jake Dilaura
- Dalton Greiner
- Douglas Robyn Macgray
- Logan Daniel MacGray
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 insurance agent
- 2 soliciting firms
- Owns 75% or more of Stonecrop Wealth Advisors, LLC
Douglas Macgray
Control person · since January 2020
Stonecrop Wealth Advisors’ regulatory assets grew 1.5× from $195M (July 2021) to $300M (March 2026); clients rose from 506 to 1,230 and employees from 4 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $300M | 1,230 | 7 | 1 |
| March 2025 | $252M | 896 | 5 | 1 |
| March 2024 | $236M | 772 | 5 | 1 |
| March 2023 | $205M | 653 | 4 | 1 |
| March 2022 | $236M | 552 | 4 | 1 |
| July 2021 | $195M | 506 | 4 | 1 |
Besides its headquarters, Stonecrop Wealth Advisors has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 2 West Market Street, Suite 200, West ChesterHQ
Contact and registration details
- Legal name
- Stonecrop Wealth Advisors, LLC
- Headquarters
- 2 West Market Street, Suite 200, West Chester, PA 19382
- Website
- stonecropadvisors.com
- Phone
- 610-628-0035
- @stonecropadvisors
- SEC file
- 801-117833
- Structure
- Delaware LLC
- Fiscal year end
- December
Stonecrop Wealth Advisors uses Fidelity ($300M) as custodian for its separately managed accounts. Stonecrop Wealth Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $300M100%
At year end, Stonecrop Wealth Advisors’ separately managed accounts were mostly in funds (68%) and stocks (22%).
What the accounts hold
- Stocks22%
- Funds68%
- Bonds5%
- U.S. government and agency bonds4%
- Investment grade corporate bonds1%
- Cash5%
How many clients does Stonecrop Wealth Advisors have?
Stonecrop Wealth Advisors has 1,230 clients and manages $300 million for them, as of March 2026. They include 721 individual clients, 464 high-net-worth individuals and 42 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Stonecrop Wealth Advisors offer?
Stonecrop Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Stonecrop Wealth Advisors charge?
Stonecrop Wealth Advisors charges 0.50%–0.95% a year for its Investment Advisory. The fee is billed in advance and is negotiable.
Source: STONECROP WEALTH ADVISORS - PART 2A BROCHURE, filed 27 March 2026
Which custodians does Stonecrop Wealth Advisors use?
Stonecrop Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $300M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Stonecrop Wealth Advisors have?
Stonecrop Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stonecrop Wealth Advisors invest in?
At the end of its last fiscal year, Stonecrop Wealth Advisors’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 5% cash and equivalents, 4% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stonecrop Wealth Advisors?
Stonecrop Wealth Advisors’ direct owner is Douglas Macgray (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Stonecrop Wealth Advisors get paid?
Stonecrop Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Stonecrop Wealth Advisors registered with the SEC?
Yes, Stonecrop Wealth Advisors has been registered with the SEC as an investment adviser since 2 January 2020. Its CRD number is 306486 and its SEC file number is 801-117833.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Stonecrop Wealth Advisors?
Stonecrop Wealth Advisors’ main office is at 2 West Market Street, Suite 200, West Chester, PA 19382. Its phone number is 610-628-0035. Its website is stonecropadvisors.com.