Overview
Assets Under Management: $251 million
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 51
Average Client Assets: $3.1 million
Frequently Asked Questions
STONE CREEK GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #182512), STONE CREEK GROUP, LLC is subject to fiduciary duty under federal law.
STONE CREEK GROUP, LLC is headquartered in ENGLEWOOD, CO.
STONE CREEK GROUP, LLC serves 51 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, STONE CREEK GROUP, LLC offers portfolio management for individuals. View all service details ↓
STONE CREEK GROUP, LLC manages $251 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, STONE CREEK GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.30%
Average Client Assets: $3.1 million
Total Client Accounts: 274
Discretionary Accounts: 155
Non-Discretionary Accounts: 119
Regulatory Filings
CRD Number: 182512
Filing ID: 2073642
Last Filing Date: 2026-03-20 10:58:02