Wealth manager, independent · Englewood, CO
Stone Creek Group, LLC
The Stone Creek Group, LLC · SEC-registered investment adviser · CRD 182512 · SEC 801-124710
At a glance
Stone Creek Group, LLC is an SEC-registered investment adviser based in Englewood, Colorado, with $251 million in regulatory assets under management as of its Form ADV filed September 15, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 87 individual clients. By Form ADV it is a wealth manager, ranked 4,990th of 8,915 wealth managers and 11,082nd of 17,210 SEC-registered advisers by assets.
Main office 303-226-7370stonecreekgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $251M
- Rank among wealth managers
- #4,990 of 8,915
- Rank among all SEC RIAs
- #11,082 of 17,210
- Rank in Colorado
- #213 of 359
- Individual clients
- 87
- High-net-worth clients
- 51
- Accounts
- 274
- Discretionary
- 67% of AUM
- Employees
- 5
- Advisory staff
- 1
- Offices
- 2
Owners and executives on its Form ADV
- John M. RobbManager, Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 51 | $159M | 63% |
| Corporations or other businesses | 2 | $62M | 25% |
| Pooled investment vehicles | 3 | $17M | 7% |
| Individuals | 36 | $13M | 5% |
Private funds
Stone Creek Group, LLC reports 4 private funds with $31M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Stone Creek Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗stonecreekgroup.com ↗
AtlasMembers
The full record on Stone Creek Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 6,358 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Stone Creek Group, LLC manage?
Stone Creek Group, LLC reports $251 million in regulatory assets under management across 274 accounts, 67% of it on a discretionary basis, on its Form ADV filed September 15, 2026.
What kind of firm is Stone Creek Group, LLC?
Stone Creek Group, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Stone Creek Group, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($159 million, 51 clients); corporations or other businesses ($62 million, 2 clients); pooled investment vehicles ($17 million, 3 clients).
Does Stone Creek Group, LLC manage private funds?
Yes. It reports 4 private funds with $31 million in gross assets, including private equity funds.
Does Stone Creek Group, LLC have any disciplinary history?
Stone Creek Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Stone Creek Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →