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
Similar firms
The Siekmann Company
RIAPlain City, OH
Sims Investment Management LLC
RIACincinnati, OH
Reed Financial Services, Inc.
RIACleveland, OH
Alpha Asset Management
RIAAkron, OH
SWS Advisors, Inc.
RIAColumbus, OH
Souders Financial Advisors, LLC
RIACincinnati, OH