DARBY CREEK FINANCIAL ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Plain City, Ohio
CRD number
342138
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Darby Creek Financial Advisors LLC is an LLC that describes itself as a capital allocator and provides advisory services aimed at individuals and small businesses. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm has an industry affiliation with an insurance company and does not identify as an active ESG investor. It is not registered as a multistate adviser and is not listed as a pension consultant or related adviser. Public filings classify the firm as unclassified; no SEC registration year is reported in the available data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • SCOTT DONNELLY

    President and Investment Advisor RepresentativeCRD 2080666

Wealth teams

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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

Plain City, OH

MADISON

Location

Plain City, OH

Headquartered in Plain City, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
MADISON
Address
213 S Chillicothe St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth