Stone Creek Group, LLC
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Overview
Stone Creek Group, LLC is an advisory firm headquartered in Denver, Colorado. The company administers $128.7 million in total assets across 231 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 1 financial advisor. Stone Creek Group, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments like options, equities and bonds.
Stone Creek Group, LLC administers the majority of the company's accounts in a discretionary manner. Discretionary management means that an investment advisor makes transaction decisions for the client's account without requiring client authorization. Stone Creek Group, LLC also oversees 69 non-discretionary accounts totaling $17.1 million in assets. Stone Creek Group, LLC administers roughly $556,952 in assets for each client account. An average advisor at Stone Creek Group, LLC administers around 231 client accounts.
The company's main office is located at 600 17Th Street, Denver, Colorado 80202. The company is allowed to serve customers across a few states, including Colorado, Louisiana, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stone Creek Group, LLC by the Numbers
$128.7 million
4
231
$557.0 thousand
Fee Structure
A financial advisor's fees largely depend on which services are provided. Fees charged by the firm typically consist of the following fee type: asset-based. Stone Creek Group, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors, high net worth investors and corporations. Out of its 231 customers, Stone Creek Group, LLC's biggest client type by number of accounts is high net worth investors, although it also manages money for 45 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 57.69%
- Other Individuals - 39.74%
- Corporations - 2.56%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Stone Creek Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Stone Creek Group, LLC
Denver, CO
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