Stone Creek Group, LLC
Firm details
- Headquarters
- Englewood, Colorado
- CRD number
- 182512
- Registered since
- April 22, 2022
- Website
- stonecreekgroup.com
- 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
FINTRXOverview
Stone Creek Group, LLC is an SEC-registered limited liability company (registered in 2022) that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management services geared toward individuals and small businesses. It is organized as an owner-operated business (individual owner type) and does not position itself as a capital allocator. Stone Creek is not an active ESG investor, is not a multistate adviser, and does not identify as a pension consultant or related adviser. The firm also functions as a sponsor, general partner, and managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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