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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 Sep 15, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 90 | 92 | increased by2 |
| Apr 1, 2026 | AUM | $181,262,620 | $250,599,719 | increased by$69,337,099 |
| Apr 1, 2026 | Accounts | 258 | 274 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 71 | 90 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $148,137,245 | $181,262,620 | increased by$33,125,375 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 209 | 258 | increased by49 |
| May 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STONE CREEK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONE CREEK” may also match similarly-named firms). Confirm identity against each filing.
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.