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Newcrest Advisors, Inc. (Atlanta)


Newcrest Advisors, Inc. is a large advisory firm based in Atlanta. It manages $352 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, California, Georgia, and Michigan.




Newcrest Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Newcrest Advisors: assets under management

The assets under management (AUM) of Newcrest Advisors, Inc. is $352 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $340 million in discretionary accounts and $12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.23 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Newcrest Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Steven Scott Marco Owner 1 May 1998 75% - 100% 2076950

Based in Atlanta

The principal office where Newcrest Advisors, Inc. performs its advisory services is located at 300 Atlanta Financial Center, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-504-8600 or by fax 404-504-8604. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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