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 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
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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