RIA IntelAdvisersMichiganSTONEY CREEK ADVISORS LLC

STONEY CREEK ADVISORS LLC

Advisory

ROCHESTER HILLS, MI

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in MI
#509
of 521 advisers by AUM
Average account
$156K
across 307 accounts
AUM per adviser
$16M
3 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM
$48M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$48M
Discretionary AUM$48M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients169
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

THE CADEZ GROUP, LTD.
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+47.3% 1Y
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$48M
MITTRA FINNIGAN & KIRKMAN LLC
ROCHESTER HILLS, MI
$48M
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DFC FINANCIAL GROUP INC
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$47M
+23.7% 1Y
HFG ADVISORS INC.
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$49M
EQUITY PLANNING GROUP, INC.
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$47M

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