SEC Form ADV

OAK CREST ADVISORY, LLC

Registered Investment AdviserNY
$90.2M
Assets Under Management
456
Total Clients
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Registration Details

Accession
CRD-304255
Location
ROCHESTER, NY
Filing Date
March 19, 2026
AUM
$90.2M
Total Clients
456
Amendment
No

About this Adviser

OAK CREST ADVISORY, LLC is a registered investment adviser headquartered in ROCHESTER, NY, managing approximately $90.2M in assets across 456 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.