Stone Creek Capital Management LLC

CRD#284775
Investment Advisor Firm

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Learn more about Stone Creek Capital Management LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Stone Creek Capital Management LLC operates as an advisory firm located in Alpharetta, Georgia. It has a small team, including 1 financial advisor. Stone Creek Capital Management LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like bonds, stocks and options.



    The firm's main office is located at 2400 Lakeview Parkway, Alpharetta, Georgia 30009. The firm is legally registered to serve customers across 17 U.S. states and territories.

    Editorial note: Under certain conditions, advisors and firms can register as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the publicly available information for Stone Creek Capital Management LLC. Please visit the SEC website for more information at https://www.sec.gov

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    2400 Lakeview Parkway
    Alpharetta, GA 30009

    Stone Creek Capital Management LLC by the Numbers

    Total Number of Employees

    3

    National Average: 64
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    Fee Structure

    A financial advisor's fees vary depending on the financial services offered. Fee types billed by the company can include some combination of the following fee structures: hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

    Available

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Disclosures

    Stone Creek Capital Management LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Stone Creek Capital Management LLC

    Patience Imoite
    Boca Raton, FL
    Adam Rauscher
    Alpharetta, GA

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