Oak Crest Advisory, LLC
Oak Crest Advisory, LLC is an SEC-registered mass-market adviser in Rochester, NY with $90.2M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Oak Crest Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304255, SEC 801-123423, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $90.2M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Rochester, NY
- Employees
- 3
- Clients
- 222
- CRD
- 304255
- Ownership
- MULBURY, GREGORY, PETER; GRAY, BRYAN, MICHAEL; STRONG, MICHAEL, THOMAS; MULBURY CAPITAL ADVISORS, LLC; STRONG FINANCIAL MANAGEMENT LLC
How much AUM does Oak Crest Advisory, LLC have?
Oak Crest Advisory, LLC reported $90.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Oak Crest Advisory, LLC?
Disclosed owners and executives of Oak Crest Advisory, LLC include MULBURY, GREGORY, PETER, GRAY, BRYAN, MICHAEL, STRONG, MICHAEL, THOMAS, MULBURY CAPITAL ADVISORS, LLC, STRONG FINANCIAL MANAGEMENT LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.