AdvisorCensus / Financial advisors / Colorado / Denver / Stone Creek Group, LLC
Stone Creek Group, LLC
Filed as STONE CREEK GROUP, LLC · Legal name The Stone Creek Group, LLC
Stone Creek Group, LLC is an SEC-registered investment advisory firm in Englewood, CO, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.
Quick answers
From the filingHow is Stone Creek Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Stone Creek Group, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Stone Creek Group, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 20, 2026 states: Up to $1,000,000: 1.3% a year; $1,000,000 to $3,000,000: 0.9% a year; $3,000,000 to $5,000,000: 0.8% a year; $5,000,000 to $10,000,000: 0.7% a year; $10,000,000 to $25,000,000: 0.6% a year; $25,000,000 to $50,000,000: 0.5% a year; Above $50,000,000: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Stone Creek Group, LLC located?
Stone Creek Group, LLC's principal office is in Englewood, CO, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Stone Creek Group, LLC registered with the SEC or a state?
Stone Creek Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 182512.
How much does Stone Creek Group, LLC manage?
Stone Creek Group, LLC reports $250,599,719 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (67% discretionary).
How have Stone Creek Group, LLC's assets and staff changed since 2022?
In the Form ADV data for Stone Creek Group, LLC: Regulatory assets under management: $148,137,245 in the October 2022 data and $250,599,719 in the October 2026 data, up 69%. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Stone Creek Group, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (51); individuals (other than high net worth individuals) (36); pooled investment vehicles (other than investment companies and business development companies) (3).
Which custodians does Stone Creek Group, LLC use?
Stone Creek Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Stone Creek Group, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/182512
What changed in Stone Creek Group, LLC's recent Form ADV filings?
In the October 2026 filing data: Added an office in Denver, CO.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.3% |
| $1,000,000 to $3,000,000 | 0.9% |
| $3,000,000 to $5,000,000 | 0.8% |
| $5,000,000 to $10,000,000 | 0.7% |
| $10,000,000 to $25,000,000 | 0.6% |
| $25,000,000 to $50,000,000 | 0.5% |
| Above $50,000,000 | 0.4% |
The brochure's wording
Assets Under Management Annual Rate First $1,000,000 1.30% Between $1,000,000 and $3,000,000 0.90% Between $3,000,000 and $5,000,000 0.80%
Between $5,000,000 and $10,000,000 0.70% Between $10,000,000 and $25,000,000 0.60% Between $25,000,000 and $50,000,000 0.50% Over $50,000,000 0.40%
Minimum annual fee: $10,000
The brochure's wording
We generally require a minimum annual fee of $10,000 for our asset management service. This requirement may be waived in certain cases at our discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$250,599,719 as of October 2026, filing dated September 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- The Stone Creek Group, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 5. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $250,599,719 | 5 | September 15, 2026 |
| October 2025 | $181,262,620 | 4 | March 21, 2025 |
| October 2024 | $155,418,540 | 4 | March 25, 2024 |
| October 2023 | $128,655,999 | 4 | August 31, 2023 |
| October 2022 | $148,137,245 | 4 | September 8, 2022 |
Regulatory assets under management: $148,137,245 in the October 2022 data and $250,599,719 in the October 2026 data, up 69%.
Total employees: 4 in October 2022 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Added an office in Denver, CO.
- April 2026
- Regulatory assets under management went from $181,262,620 to $250,599,719 (+38%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Stone Creek Group, LLC (CRD 182512): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/stone-creek-group-llc-englewood-co-182512