# 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.

- CRD: 182512
- Filed as: STONE CREEK GROUP, LLC
- Legal name: The Stone Creek Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Englewood, CO
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/182512
- AdvisorCensus page: https://advisorcensus.com/firm/stone-creek-group-llc-englewood-co-182512

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- 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

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $250,599,719
- Discretionary: $167,374,079
- Non-discretionary: $83,225,640

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $13,330,118 |
| High net worth individuals | 51 | $158,625,828 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $16,796,879 |
| Corporations or other businesses not listed above | 2 | $61,846,894 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Denver, CO

### Websites listed on Form ADV (Item 1.I)
- stonecreekgroup.com
- LinkedIn @stonecreekgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $148,137,245 | 4 | September 8, 2022 |
| October 2023 | $128,655,999 | 4 | August 31, 2023 |
| October 2024 | $155,418,540 | 4 | March 25, 2024 |
| October 2025 | $181,262,620 | 4 | March 21, 2025 |
| October 2026 | $250,599,719 | 5 | September 15, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone Creek Group, LLC (CRD 182512): Form ADV filing data as of October 2026.