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 independent, owner-operated registered investment adviser that registered with the SEC in 2022. The firm provides fee-based portfolio management primarily to individuals, families and small-business clients, and it also works with some institutional accounts. Its stated advisory activity centers on discretionary and non-discretionary portfolio management for individuals and small businesses. Stone Creek does not identify itself as an active ESG investor. It also serves in sponsor/GP/managing-member roles for pooled investment vehicles, indicating the firm takes an active operating role on certain private investment vehicles it manages.
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
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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