Stonecrest Capital Markets, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
42
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
39616
Registered since
February 15, 1996

Firm profile

FINTRX

Overview

Stonecrest Capital Markets, Inc. is organized as a corporation with ownership tied to both a domestic entity and an individual. Publicly available profile data classifies the firm as unclassified and indicates it does not serve as a capital allocator or operate as an active ESG investor. The firm is not designated as a multi-state adviser and is not identified as a pension consultant or related adviser in the supplied data. Little additional detail about its advisory mandate, fee structure, client types, or day‑to‑day business activities was provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Paula Heffron

    Paula Heffron

    Chief Compliance OfficerCRD 4901921

  • David Jones

    COOCRD 4915605

  • John Randolph

    John Randolph

    Managing Partner and Chief Executive OfficerCRD 1848519

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Contacts

3 of 38
  • David Weibel

    David Weibel

    Co-Founder and ChairmanCRD 5688056

  • Rebecca Feliciano Beltran

    Rebecca Feliciano Beltran

    Vice President, InvestmentsCRD 4090412

  • Federico Cardona

    Senior Vice PresidentCRD 6170765

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
300 W 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth