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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STONECROP WEALTH ADVISORS, LLC

CRD 306486

WEST CHESTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b15358f-09c5-3558-3ca0-53d5c8c4155e

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 9
On other graphs: 0
Observed: Nov 20, 2019 to Mar 27, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.79 fund_share=0.0 institutional_share=0.21 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $300MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $299M
Private client RAUM: $237MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $59.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,230
Individual clients: 721
High net worth clients: 464
SEC number: 801-117833
CRD: 306486
Filings on the tape: 27
First filed: Nov 20, 2019
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DOUGLAS ROBYN MACGRAY	Certified Financial Planner	WEST CHESTER, PA	6	25	6	no
Logan Daniel MacGray	Chartered Financial Analyst	WEST CHESTER, PA	6	10	1	no
Dalton Greiner	n/a	WEST CHESTER, PA	2	14	n/a	no
SAMUEL ALAN STEHR	n/a	WEST CHESTER, PA	1	13	2	no
JAKE DILAURA	n/a	WEST CHESTER, PA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MACGRAY, DOUGLAS, ROBYN	OWNER AND PRINCIPAL	E	yes	01/2020	Nov 20, 2019	Mar 25, 2024
PLUMMER, CHRISTOPHER, GEORGE	CHIEF COMPLIANCE OFFICER	Na	yes	08/2023	Aug 29, 2023	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$300M	$299M	7	6	n/a	n/a
2024	Mar 10, 2025	$252M	$251M	5	4	n/a	n/a
2023	Mar 25, 2024	$236M	$235M	5	4	n/a	n/a
2022	Feb 23, 2023	$205M	$204M	4	3	n/a	n/a
2021	Mar 21, 2022	$236M	$234M	4	4	n/a	n/a
2020	Mar 18, 2021	$195M	$193M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$300M	$252M	18.9%	$205M	13.5%	7	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COMPASS ION ADVISORS, LLC	3	Apr 2, 2020	Jan 2, 2020	CONSHOHOCKEN, PA	Team lift out	RIA to new firm	23.1%

Relationships

Affiliated with (1)

← MINDSET WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, control
factForm ADV

Registered with (9)

← JAKE DILAURAAdvisorregistration: current employment
Feb 1, 2026 to presentfactForm ADV
← SAMUEL ALAN STEHRAdvisorregistration: current employment
May 30, 2025 to presentfactForm ADV
← Dalton GreinerAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← DOUGLAS ROBYN MACGRAYAdvisorregistration: current employment
Jan 2, 2020 to presentfactForm ADV
← Logan Daniel MacGrayAdvisorregistration: current employment
Jan 2, 2020 to presentfactForm ADV
← Jessica ChominskiAdvisorregistration: previous registration
Feb 14, 2024 to Mar 4, 2026factForm ADV
← Charles BlachfordAdvisorregistration: previous registration
Jul 26, 2023 to Jun 17, 2024factForm ADV
← CASSANDRA QUEENAdvisorregistration: previous registration
Jan 2, 2020 to Nov 30, 2023factForm ADV
← JAMES JOSEPH CUORATOAdvisorregistration: previous registration
Sep 1, 2021 to Apr 19, 2022factForm ADV

Controls (2)

← PLUMMER, CHRISTOPHER, GEORGEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 29, 2023 to Mar 25, 2024factForm ADV
← MACGRAY, DOUGLAS, ROBYNOwnerOWNER AND PRINCIPAL, ownership code E, individual
Nov 20, 2019 to Mar 25, 2024factForm ADV

Moved with (1)

← COMPASS ION ADVISORS, LLCRegistered adviser3 advisors, team lift out, same day
Apr 2, 2020 to Jan 2, 2020factForm ADV

Dated events

Occurred
Mar 4, 2026
Advisor changed firm
Jessica Chominski left Stonecrop Wealth Advisors, Llc for Moralis Technologies, Llc (registered 2026-03-19)
Form ADVobserved 6 days ago
Occurred
Jun 17, 2024
Advisor changed firm
Charles Blachford left Stonecrop Wealth Advisors, Llc for Northwestern Mutual Investment Services,Llc (registered 2024-11-11)
Form ADVobserved 6 days ago
Occurred
Nov 30, 2023
Advisor changed firm
Cassandra Queen left Stonecrop Wealth Advisors, Llc for Wells Fargo Advisors (registered 2024-03-08)
Form ADVobserved 6 days ago
Occurred
Aug 29, 2023
Control person joined
George Christopher Plummer (Chief Compliance Officer) appeared on Schedule A of Stonecrop Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Aug 29, 2023
Control person left
Lea Michelle Eldridge (Chief Compliance Officer) no longer on Schedule A of Stonecrop Wealth Advisors, Llc (listed 2023-03-29, absent 2023-08-29)
Form ADVobserved 6 days ago
Occurred
Apr 19, 2022
Advisor changed firm
James Joseph Cuorato left Stonecrop Wealth Advisors, Llc for Cwm, Llc (registered 2025-06-16)
Form ADVobserved 6 days ago
Occurred
Mar 21, 2022
Control person left
Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Stonecrop Wealth Advisors, Llc (listed 2021-11-01, absent 2022-03-21)
Form ADVobserved 6 days ago
Occurred
Mar 21, 2022
Control person joined
Lea Michelle Eldridge (Chief Compliance Officer) appeared on Schedule A of Stonecrop Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Nov 20, 2019
First Form ADV filing
Stonecrop Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b15358f-09c5-3558-3ca0-53d5c8c4155e
First observed: Nov 20, 2019
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STONECROP WEALTH ADVISORS, LLC

CRD 306486

WEST CHESTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b15358f-09c5-3558-3ca0-53d5c8c4155e

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DOUGLAS ROBYN MACGRAY

Certified Financial Planner

WEST CHESTER, PA

Logan Daniel MacGray

Chartered Financial Analyst

WEST CHESTER, PA

Dalton Greiner

n/a

WEST CHESTER, PA

n/a

SAMUEL ALAN STEHR

n/a

WEST CHESTER, PA

JAKE DILAURA

n/a

WEST CHESTER, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MACGRAY, DOUGLAS, ROBYN

OWNER AND PRINCIPAL

yes

01/2020

Nov 20, 2019

Mar 25, 2024

PLUMMER, CHRISTOPHER, GEORGE

CHIEF COMPLIANCE OFFICER

yes

08/2023

Aug 29, 2023

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$300M

$299M

n/a

2024

Mar 10, 2025

$252M

$251M

n/a

2023

Mar 25, 2024

$236M

$235M

n/a

2022

Feb 23, 2023

$205M

$204M

n/a

2021

Mar 21, 2022

$236M

$234M

n/a

2020

Mar 18, 2021

$195M

$193M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$300M

$252M

18.9%

$205M

13.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COMPASS ION ADVISORS, LLC

Apr 2, 2020

Jan 2, 2020

CONSHOHOCKEN, PA

Team lift out

RIA to new firm

23.1%