{"url":"https://nivawealth.com/firms/stonecrop-wealth-advisors-306486","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306486","regulatoryAum":299540652,"crd":"306486","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8210334","suffix":null,"lastName":"DILAURA","firstName":"JAKE","middleName":null},{"crd":"7972170","suffix":null,"lastName":"Greiner","firstName":"Dalton","middleName":null},{"crd":"4463192","suffix":null,"lastName":"MACGRAY","firstName":"DOUGLAS","middleName":"ROBYN"},{"crd":"6710066","suffix":null,"lastName":"MacGray","firstName":"Logan","middleName":"Daniel"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-29","regulatoryAum":194828359,"clients":506,"employees":4,"offices":1},{"filedOn":"2022-03-21","regulatoryAum":236257415,"clients":552,"employees":4,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":205016642,"clients":653,"employees":4,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":235907635,"clients":772,"employees":5,"offices":1},{"filedOn":"2025-03-10","regulatoryAum":251884409,"clients":896,"employees":5,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":299540652,"clients":1230,"employees":7,"offices":1}],"secFileNumber":"801-117833","legalName":"Stonecrop Wealth Advisors, LLC","displayName":"Stonecrop Wealth Advisors","slug":"stonecrop-wealth-advisors-306486","website":"https://stonecropadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/stonecropadvisors/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2 West Market Street, Suite 200","city":"West Chester","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19382"},"tradeNames":[],"registration":{"secApproved":"2 January 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":199970.10801687764,"staff":{"employees":7,"advisory":6,"brokerDealerReps":0,"insuranceAgents":1,"promoters":2},"aum":{"regulatory":299540652,"discretionary":299002997,"discretionaryAccounts":1228,"nonDiscretionary":537655,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":290},"clientTypes":[{"label":"Individuals (other than HNW)","clients":721,"regulatoryAum":49206884},{"label":"High-net-worth individuals","clients":464,"regulatoryAum":187757694},{"label":"Investment companies","clients":1,"regulatoryAum":555738},{"label":"Charitable organizations","clients":42,"regulatoryAum":61482681},{"label":"Corporations and other businesses","clients":2,"regulatoryAum":537655}],"feePrograms":[{"role":"main","program":"Investment Advisory","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029439","versionId":1029439,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-27","documentName":"STONECROP WEALTH ADVISORS - PART 2A BROCHURE","fee_rate_low":0.5,"fee_rate_high":0.95,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning (fixed fee)","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029439","versionId":1029439,"submittedOn":"2026-03-27","documentName":"STONECROP WEALTH ADVISORS - PART 2A BROCHURE"},{"role":"other","program":"Financial planning (hourly)","summary":"Billed hourly at $100 to $500 per hour, with an hours estimate given at the start; billed quarterly in arrears on hours accrued.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029439","versionId":1029439,"submittedOn":"2026-03-27","documentName":"STONECROP WEALTH ADVISORS - PART 2A BROCHURE"},{"role":"other","program":"Portfolio management (fixed fee)","summary":"Portfolio management may be charged as a fixed fee of $4,000 to $20,000, due on completion of the project.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029439","versionId":1029439,"submittedOn":"2026-03-27","documentName":"STONECROP WEALTH ADVISORS - PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:48:57.560639+00:00","documents":[{"name":"STONECROP WEALTH ADVISORS - PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029439","versionId":1029439,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":299540652}],"custodyNote":"Stonecrop Wealth Advisors does not have custody of client assets.","leadership":[{"name":"Logan MacGray","title":"President / Chief Compliance Officer","crd":"6710066"},{"name":"Douglas Macgray","title":"Owner and Principal","crd":"4463192"}],"ownership":[{"label":"Douglas Macgray","detail":"Owner and principal in the 75% or more ownership band and a control person, since January 2020."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"2 West Market Street, Suite 200","city":"West Chester","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-628-0035","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"U.S. government/agency bonds","percent":4},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":68},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/306486/PDF/306486.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029439","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Stonecrop Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stonecrop Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Stonecrop Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Stonecrop Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stonecrop Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stonecrop Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stonecrop Wealth Advisors?","answer":"Stonecrop Wealth Advisors’ direct owner is Douglas Macgray (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stonecrop Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Stonecrop Wealth Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Stonecrop Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}