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 a fee-based registered investment adviser organized as a limited liability company and active since 2022. It serves both individual/family and institutional clients, with core advisory work focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and does not identify as an ESG investor or a multistate adviser. Stone Creek also acts in sponsor and general partner roles, serving as managing member for pooled investment vehicles it runs.
Assets & Accounts
Public Holdings
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 1JOHN 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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