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STONE CREEK GROUP, LLC
Legal name: THE STONE CREEK GROUP, LLC
CRD 182512File 801-124710
APPROVED
Retail clients
Custody
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$250.6M
Below cohort median (national)
Discretionary AUM
$167.4M
Non-discretionary $83.2M
Clients
92
274 accounts
Employees
5
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 22, 2022
- Principal office
- 2390 W. DARTMOUTH, ENGLEWOOD, CO, 80110
- Phone
- 303-226-7370
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $250.6M
- Discretionary AUM
- $167.4M
- Non-discretionary AUM
- $83.2M
- Discretionary accounts
- 155
- Non-discretionary accounts
- 119
- Total accounts
- 274
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $61.8M |
| High net worth individuals | 51 | $158.6M |
| Pooled investment vehicles | 3 | $16.8M |
| Individuals (other than high net worth individuals) | 36 | $13.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.