Darby Creek Financial Advisors LLC

RIASEC 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 individually owned limited liability company that provides financial planning and portfolio management services geared toward individuals and small businesses. The firm also acts as a capital allocator by selecting other advisers to manage client assets, rather than relying solely on in‑house investment management. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm is not identified as an active ESG investor and is not listed as a multistate adviser. An insurance company affiliation is noted among its industry connections.

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