Darby Creek Financial Advisors LLC
Firm details
- Headquarters
- Plain City, Ohio
- CRD number
- 342138
- Website
- www.darbycreekfa.com
- 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 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
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
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