Darby Creek Financial Advisors LLC
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
FINTRXOverview
Darby Creek Financial Advisors LLC is an individually owned limited liability company that functions as a capital allocator and adviser to individuals and small-business clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm bills clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It does not identify as an active ESG investor, operates from a single state, and is not presented as a pension consultant or related adviser. The firm has an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Scott Donnelly
President and Investment Advisor RepresentativeCRD 2080666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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