STONEY CREEK ADVISORS LLC

Overview

Stoney Creek Advisors LLC is an independent Registered Investment Adviser that works primarily with individual and family clients. The firm operates as a capital allocator and builds portfolios through a mix of third‑party managers and pooled vehicles rather than relying heavily on in‑house proprietary strategies. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Fee arrangements include a percentage of assets under management augmented by hourly charges for certain planning or consultation work. The firm does not identify as an active ESG investor and is not positioned as a multi‑state or pension consultant adviser. An affiliation with an insurance company informs its ability to incorporate insurance and annuity solutions into client programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices