$250.6M Total AUM
$167.4M Disc. AUM
15.4% 3Y CAGR
5 Employees
92 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-27-2015
- Office Locations
- 1
Office Locations
2390 W. Dartmouth Englewood CO
About Stone Creek Group, LLC
Stone Creek Group, LLC is a Colorado-based RIA providing personalized asset management and financial planning, building tailored asset allocations across ETFs, mutual funds, and other public funds to help clients pursue goals through market volatility. The firm also supports tax, estate, insurance, and business-succession planning. Operates in retail and institutional channels and custodians primarily with Charles Schwab.
Team overview
-- AVG AGE
$250.6M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
10.8 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
J
JOHN MORGAN ROBB
Associate, Chief Compliance Officer, Manager
- CRD
- #4403322
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,374,079 | $1,079,833 |
| Non-Discretionary | $83,225,640 | $699,375 |
| Total | $250,599,719 | $914,598 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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