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 a fee-based registered investment adviser organized as a limited liability company and active since 2022. It serves both individual/family and institutional clients, with core advisory work focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and does not identify as an ESG investor or a multistate adviser. Stone Creek also acts in sponsor and general partner roles, serving as managing member for pooled investment vehicles it runs.

Assets & Accounts

Public Holdings

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

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

    Managing Director, FounderCRD 4403322

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

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