A complete list of active advisors currently associated with Stone Creek Group, LLC

Warmer can help you find a great advisor at Stone Creek Group, LLC or one who fits your needs even better.

Stone Creek Group, LLC is a registered investment adviser managing approximately $250.6 million for about 87 clients, including individual investors (including high‑net‑worth individuals), trusts, estates, charitable organizations and business entities. The firm provides discretionary portfolio management and, when requested, core financial planning and non‑investment consulting services, generally on a fee‑only basis and typically recommends Charles Schwab as custodian. The firm emphasizes strategic asset allocation and diversified portfolios, viewing markets as generally efficient and favoring long‑term investing combined with cost control (including use of institutional share classes), active tax management, and systematic rebalancing to maintain target allocations. Stone Creek employs a mix of fundamental, technical and cyclical analysis in security selection and tailors portfolios to clients’ objectives, constraints and risk tolerances. Stone Creek is notable among peers for sponsoring private pooled investment vehicles through SCG Fund Management LLC, acting as general partner for single‑investment limited partnerships that clients may join as limited partners; these funds are disclosed to investors and do not pay the firm carried interest or finders’ fees. The firm also provides family office–style consulting through a separate consulting entity and has documented operational controls related to custody (including use of standing letters of authorization and independent PCAOB audit oversight where related‑party transfers occur).

To learn more about the advisors currently working at Stone Creek Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.