Stone Creek Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$171,955,946
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
87
59% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
HighAverage account size
$1,976,505
About
Stone Creek Group, LLC is a registered investment adviser managing approximately $250.6 million for about 87 clients, including individual investors (including high‑net‑worth individuals), trusts, estates, charitable organizations and business entities. The firm provides discretionary portfolio management and, when requested, core financial planning and non‑investment consulting services, generally on a fee‑only basis and typically recommends Charles Schwab as custodian.
The firm emphasizes strategic asset allocation and diversified portfolios, viewing markets as generally efficient and favoring long‑term investing combined with cost control (including use of institutional share classes), active tax management, and systematic rebalancing to maintain target allocations. Stone Creek employs a mix of fundamental, technical and cyclical analysis in security selection and tailors portfolios to clients’ objectives, constraints and risk tolerances.
Stone Creek is notable among peers for sponsoring private pooled investment vehicles through SCG Fund Management LLC, acting as general partner for single‑investment limited partnerships that clients may join as limited partners; these funds are disclosed to investors and do not pay the firm carried interest or finders’ fees. The firm also provides family office–style consulting through a separate consulting entity and has documented operational controls related to custody (including use of standing letters of authorization and independent PCAOB audit oversight where related‑party transfers occur).
Client services
Portfolio management
Expertise
Tax-loss harvesting
Private / alternative investments
Fee options
$0 - $1,000,000: 1.30% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $25,000,000: 0.60% $25,000,000 - $50,000,000: 0.50% $50,000,000+: 0.40%
Minimum fee: Minimum annual fee of $10,000, may be waived at discretion Fee-only: Fee-only basis; no commissions
Main office location
Stone Creek Group, LLC
2390 W. Dartmouth
Englewood CO 80110, United States
Number of offices
1
Most active in
Stone Creek Group, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Louisiana · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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