Stone Creek Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Englewood, CO. Its latest Form ADV filing, dated March 20, 2026, reports $251M in regulatory assets under management, 5 employees, and 274 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.4% of total clients.
Top client categories% of clientsClients
1
HNWI
55.4%
51
2
Individuals
39.1%
36
3
Pooled Investment Vehicles
3.3%
3
4
Corporations
2.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$251Mas of March 20, 2026
Discretionary66.8%
$167M
67% of total RAUM66.8%
Non-discretionary33.2%
$83M
33% of total RAUM33.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$251M
Total Accounts274
10Y AUM Change+$102M (+69.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee18:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.