{
  "crd_number": 182512,
  "slug": "stone-creek-group-llc-englewood-co-182512",
  "primary_business_name": "STONE CREEK GROUP, LLC",
  "legal_name": "THE STONE CREEK GROUP, LLC",
  "dbas": [],
  "city": "Englewood",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-22",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 250599719.0,
  "raum_discretionary": 167374079.0,
  "raum_non_discretionary": 83225640.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 13330118.0,
      "count": 36
    },
    "high_net_worth_individuals": {
      "raum": 158625828.0,
      "count": 51
    },
    "pooled_investment_vehicles": {
      "raum": 16796879.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 61846894.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "LA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/stonecreekgroup",
    "https://stonecreekgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/182512",
  "city_as_filed": "ENGLEWOOD",
  "url": "https://advisorcensus.com/firm/stone-creek-group-llc-englewood-co-182512",
  "display_name": "Stone Creek Group, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Stone Creek Group, LLC (CRD 182512): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Stone Creek Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stone Creek Group, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Stone Creek Group, LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Stone Creek Group, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Stone Creek Group, LLC registered with the SEC or a state?",
      "a": "Stone Creek Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 182512."
    },
    {
      "q": "How much does Stone Creek Group, LLC manage?",
      "a": "Stone Creek Group, LLC reports $250,599,719 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (67% discretionary)."
    },
    {
      "q": "How have Stone Creek Group, LLC's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Stone Creek Group, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Stone Creek Group, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Stone Creek Group, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Stone Creek Group, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Denver, CO."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 148137245.0,
      "total_employees": 4,
      "filing_date": "2022-09-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 128655999.0,
      "total_employees": 4,
      "filing_date": "2023-08-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 155418540.0,
      "total_employees": 4,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 181262620.0,
      "total_employees": 4,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 250599719.0,
      "total_employees": 5,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Denver, CO."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $181,262,620 to $250,599,719 (+38%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1.3%"
      },
      {
        "band": "$1,000,000 to $3,000,000",
        "rate": "0.9%"
      },
      {
        "band": "$3,000,000 to $5,000,000",
        "rate": "0.8%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.7%"
      },
      {
        "band": "$10,000,000 to $25,000,000",
        "rate": "0.6%"
      },
      {
        "band": "$25,000,000 to $50,000,000",
        "rate": "0.5%"
      },
      {
        "band": "Above $50,000,000",
        "rate": "0.4%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$10,000",
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "Assets Under Management   Annual Rate \nFirst $1,000,000    1.30% \nBetween $1,000,000 and $3,000,000   0.90% \nBetween $3,000,000 and $5,000,000  0.80%",
          "Between $5,000,000 and $10,000,000  0.70% \nBetween $10,000,000 and $25,000,000  0.60% \nBetween $25,000,000 and $50,000,000  0.50% \nOver $50,000,000     0.40%"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "Assets Under Management   Annual Rate \nFirst $1,000,000    1.30% \nBetween $1,000,000 and $3,000,000   0.90% \nBetween $3,000,000 and $5,000,000  0.80%",
      "Between $5,000,000 and $10,000,000  0.70% \nBetween $10,000,000 and $25,000,000  0.60% \nBetween $25,000,000 and $50,000,000  0.50% \nOver $50,000,000     0.40%",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/stone-creek-group-llc-englewood-co-182512.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 13330118.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 51,
      "fewer_than_5": false,
      "raum": 158625828.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 16796879.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 61846894.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/182512",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}