Stone Creek Group, LLC

RIASEC Registered
Total AUM
$251M
Discretionary
$167M
67% of AUM
Avg account
$915K
Accounts
274
Employees
5
Advisory reps
1

Firm details

Headquarters
Englewood, Colorado
CRD number
182512
Registered since
April 22, 2022
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Non-Exchange Traded Equities 13%, Exchange Traded Equities 6%, Cash & Cash Equivalents 2%, State & Local Bonds 1%78%
  • Public Funds/Mutual Funds78%
  • Non-Exchange Traded Equities13%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Contacts

1 of 1
  • John Robb

    John Robb

    Managing Director, FounderCRD 4403322

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth