Stone Creek Group, LLC

RIASEC RegisteredEst. 2022
Total AUM
$251M
Discretionary
$167M
67% of AUM
Avg account
$915K
Accounts
274
Employees
5
Advisory reps
1

Firm details

Headquarters
Englewood, Colorado
CRD number
182512
Registered since
April 22, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI63.3%
  • Corporations / Businesses24.68%
  • Pooled Investment Vehicles6.7%
  • Individuals5.32%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stone Creek Group, LLC is an SEC-registered limited liability company (registered in 2022) that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management services geared toward individuals and small businesses. It is organized as an owner-operated business (individual owner type) and does not position itself as a capital allocator. Stone Creek is not an active ESG investor, is not a multistate adviser, and does not identify as a pension consultant or related adviser. The firm also functions as a sponsor, general partner, and managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Non-Exchange Traded Equities 13%, Exchange Traded Equities 6%, Cash & Cash Equivalents 2%, State & Local Bonds 1%78%
  • Public Funds/Mutual Funds78%
  • Non-Exchange Traded Equities13%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Contacts

1 of 1
  • John Robb

    John Robb

    Managing Director, FounderCRD 4403322

Wealth teams

FINTRX

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

Englewood, CO

Arapahoe

Location

Englewood, CO

Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
2390 W Dartmouth Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth