Darby Creek Financial Advisors LLC

RIAState 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 owner-operated limited liability company based in Ohio that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm also offers adviser selection services, acting as a capital allocator that brings external managers into client portfolios. Its compensation model includes percentage-of-assets fees alongside hourly and fixed-fee arrangements, suggesting flexibility for both ongoing relationships and project-based work. The firm lists an industry affiliation with an insurance company and does not identify as an active ESG investor. Operations appear concentrated in a single state.

Assets & Accounts

Investments & Alternatives

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

    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