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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

STONE CREEK CAPITAL MANAGEMENT LLC

CRD 284775

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ac87bd2-7e5a-111a-c257-3bf02e1e9240

Data as of Mar 3, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 19
On other graphs: 0
Observed: Jan 27, 2017 to Mar 3, 2025
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2025-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
Custody, client assets: $61.2M
SEC number: 801-109948
CRD: 284775
Filings on the tape: 19
First filed: Jan 27, 2017
Latest filed: Mar 3, 2025
Organised: Limited Liability Company, FL
Website: stonecreekmarginlending.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAXLEY, JOHN, DOUGLAS	CHIEF COMPLIANCE OFFICER	Na	yes	11/2023	Nov 6, 2023	Mar 22, 2024
KENT, RICK, LEE	CHIEF EXECUTIVE OFFICER	Na	yes	12/2021	Feb 4, 2022	Mar 22, 2024
MAYHUE, KAY, LYNN	President	Na	yes	12/2021	Feb 4, 2022	Mar 22, 2024
MERIT HOLDINGS, LLC	HOLDING COMPANY, OWNER OF INVESTMENT ADVISER	E	yes	03/2022	Feb 4, 2022	Mar 22, 2024
MERIT INTERMEDIATE HOLDINGS, LLC	HOLDING COMPANY OWNER	E	yes	12/2021	Apr 1, 2022	Mar 22, 2024
LEE, CHRISSY, A	CHIEF OPERATING OFFICER	Na	no	10/2022	Mar 28, 2023	Mar 22, 2024
Mitchell, Michael, Kevin	CHIEF FINANCIAL OFFICER	Na	no	01/2023	Mar 28, 2023	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MERIT FINANCIAL GROUP, LLC	n/a	Bd affiliated wealth	$24B	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BOCA RATON	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 3, 2025	$0	$0	2	2	1	n/a	n/a
2023	Mar 21, 2024	n/a	n/a	2	1	1	n/a	n/a
2022	Mar 28, 2023	n/a	n/a	3	1	1	n/a	n/a
2021	Apr 1, 2022	n/a	n/a	2	1	1	n/a	n/a
2020	Mar 29, 2021	n/a	n/a	5	5	1	n/a	n/a
2019	Mar 30, 2020	n/a	n/a	5	5	1	n/a	n/a
2018	Mar 28, 2019	n/a	n/a	4	3	1	n/a	n/a
2017	Mar 29, 2018	n/a	n/a	4	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$0	n/a	n/a	n/a	n/a	2	2	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERIT FINANCIAL ADVISORS	2	Mar 31, 2026	Mar 9, 2026	BOCA RATON, FL	Team lift out	Other	100.0%
MERIT FINANCIAL ADVISORS	2	Apr 4, 2022	Jan 20, 2022	BOCA RATON, FL	Team lift out	Other	40.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BILTMORE CAPITAL ADVISORS	4	Jun 29, 2022	Feb 1, 2019	BOCA RATON, FL	Firm absorbed	Other	100.0%

Relationships

Affiliated with (2)

← MERIT FINANCIAL ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ MERIT FINANCIAL ADVISORSRegistered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← ADAM DAVID RAUSCHERAdvisorregistration: previous registration
Jan 6, 2023 to Mar 31, 2026factForm ADV
← Allen KleinAdvisorregistration: previous registration
Jul 25, 2024 to Mar 31, 2026factForm ADV
← Daniel VernonAdvisorregistration: previous registration
Apr 25, 2017 to Apr 4, 2022factForm ADV
← TIMOTHY JAMES RALPHAdvisorregistration: previous registration
Mar 30, 2017 to Apr 4, 2022factForm ADV
← Nathaniel Lewis BurstinAdvisorregistration: previous registration
Oct 4, 2019 to Apr 4, 2022factForm ADV
← JUSTIN D ECCLESTONAdvisorregistration: previous registration
Mar 31, 2017 to Apr 4, 2022factForm ADV

Controls (5)

← KENT, RICK, LEEOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Feb 4, 2022 to Mar 22, 2024factForm ADV
← MAYHUE, KAY, LYNNOwnerPRESIDENT, ownership code NA, individual
Feb 4, 2022 to Mar 22, 2024factForm ADV
← BAXLEY, JOHN, DOUGLASOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 6, 2023 to Mar 22, 2024factForm ADV
← MERIT HOLDINGS, LLCOwnerHOLDING COMPANY, OWNER OF INVESTMENT ADVISER, ownership code E, domestic entity
Feb 4, 2022 to Mar 22, 2024factForm ADV
← MERIT INTERMEDIATE HOLDINGS, LLCOwnerHOLDING COMPANY OWNER, ownership code E, domestic entity
Apr 1, 2022 to Mar 22, 2024factForm ADV

Owns (2)

← LEE, CHRISSY, AOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 28, 2023 to Mar 22, 2024factForm ADV
← Mitchell, Michael, KevinOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 28, 2023 to Mar 22, 2024factForm ADV

Moved with (2)

→ MERIT FINANCIAL ADVISORSRegistered adviser2 advisors, team lift out, same day
Apr 4, 2022 to Jan 20, 2022factForm ADV
← BILTMORE CAPITAL ADVISORSRegistered adviser4 advisors, firm absorbed, same day
Jun 29, 2022 to Feb 1, 2019factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2026
Team lift-out
2 advisors left Stone Creek Capital Management LLC (Boca Raton, FL) for Merit Financial Advisors on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 31, 2026
Advisor changed firm
Allen Klein left Stone Creek Capital Management Llc for Merit Financial Advisors (registered 2026-03-09)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2026
Advisor changed firm
Adam David Rauscher left Stone Creek Capital Management Llc for Merit Financial Advisors (registered 2026-02-05)
Form ADVobserved 4 days ago
Occurred
Nov 6, 2023
Control person joined
Douglas John Baxley (Chief Compliance Officer) appeared on Schedule A of Stone Creek Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Control person left
Lee Douglas Blanton (Chief Financial Officer/Chief Investment Officer) no longer on Schedule A of Stone Creek Capital Management Llc (listed 2023-01-06, absent 2023-03-28)
Form ADVobserved 4 days ago
Occurred
Jun 29, 2022
Firm absorbed
Biltmore Capital Advisors's advisors moved to Stone Creek Capital Management LLC (Boca Raton, FL): 4 of 4 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Apr 4, 2022
Team lift-out
2 advisors left Stone Creek Capital Management LLC (Boca Raton, FL) for Merit Financial Advisors on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Apr 4, 2022
Advisor changed firm
Justin D Eccleston left Stone Creek Capital Management Llc for Merit Financial Advisors (registered 2022-01-18)
Form ADVobserved 4 days ago
Occurred
Apr 4, 2022
Advisor changed firm
Daniel Vernon left Stone Creek Capital Management Llc for Merit Financial Advisors (registered 2022-01-20)
Form ADVobserved 4 days ago
Occurred
Apr 4, 2022
Advisor changed firm
Timothy James Ralph left Stone Creek Capital Management Llc for Merit Financial Advisors (registered 2022-01-19)
Form ADVobserved 4 days ago
Occurred
Apr 4, 2022
Advisor changed firm
Nathaniel Lewis Burstin left Stone Creek Capital Management Llc for Biltmore Capital Advisors (registered 2019-10-04)
Form ADVobserved 4 days ago
Occurred
Feb 4, 2022
Control person left
Tyler Daniel Vernon (Managing Member And Cco) no longer on Schedule A of Stone Creek Capital Management Llc (listed 2021-09-09, absent 2022-02-04)
Form ADVobserved 4 days ago
Occurred
Feb 4, 2022
Control person left
James Timothy Ralph (Member) no longer on Schedule A of Stone Creek Capital Management Llc (listed 2021-09-09, absent 2022-02-04)
Form ADVobserved 4 days ago
Occurred
Feb 4, 2022
Control person joined
Lee Rick Kent (Chief Executive Officer) appeared on Schedule A of Stone Creek Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Feb 4, 2022
Control person joined
Lee Douglas Blanton (Chief Financial Officer/Chief Investment Officer) appeared on Schedule A of Stone Creek Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Feb 4, 2022
Control person joined
Lynn Kay Mayhue (President) appeared on Schedule A of Stone Creek Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Feb 1, 2019
Control person joined
James Timothy Ralph (Member) appeared on Schedule A of Stone Creek Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Jan 27, 2017
First Form ADV filing
Stone Creek Capital Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Stone Creek Capital Management Llc no longer on the SEC adviser roster (last listed 2026-03-02)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ac87bd2-7e5a-111a-c257-3bf02e1e9240
First observed: Jan 27, 2017
Last observed: Mar 3, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STONE CREEK CAPITAL MANAGEMENT LLC

CRD 284775

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ac87bd2-7e5a-111a-c257-3bf02e1e9240

Data as of Mar 3, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:27 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAXLEY, JOHN, DOUGLAS

CHIEF COMPLIANCE OFFICER

yes

11/2023

Nov 6, 2023

Mar 22, 2024

KENT, RICK, LEE

CHIEF EXECUTIVE OFFICER

yes

12/2021

Feb 4, 2022

Mar 22, 2024

MAYHUE, KAY, LYNN

President

yes

12/2021

Feb 4, 2022

Mar 22, 2024

MERIT HOLDINGS, LLC

HOLDING COMPANY, OWNER OF INVESTMENT ADVISER

yes

03/2022

Feb 4, 2022

Mar 22, 2024

MERIT INTERMEDIATE HOLDINGS, LLC

HOLDING COMPANY OWNER

yes

12/2021

Apr 1, 2022

Mar 22, 2024

LEE, CHRISSY, A

CHIEF OPERATING OFFICER

10/2022

Mar 28, 2023

Mar 22, 2024

Mitchell, Michael, Kevin

CHIEF FINANCIAL OFFICER

01/2023

Mar 28, 2023

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MERIT FINANCIAL GROUP, LLC

n/a

Bd affiliated wealth

$24B

yes

n/a

City

State

Country

Employees

Also broker-dealer

BOCA RATON

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 3, 2025

n/a

2023

Mar 21, 2024

n/a

2022

Mar 28, 2023

n/a

2021

Apr 1, 2022

n/a

2020

Mar 29, 2021

n/a

2019

Mar 30, 2020

n/a

2018

Mar 28, 2019

n/a

2017

Mar 29, 2018

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERIT FINANCIAL ADVISORS

Mar 31, 2026

Mar 9, 2026

BOCA RATON, FL

Team lift out

Other

100.0%

MERIT FINANCIAL ADVISORS

Apr 4, 2022

Jan 20, 2022

BOCA RATON, FL

Team lift out

Other

40.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BILTMORE CAPITAL ADVISORS

Jun 29, 2022

Feb 1, 2019

BOCA RATON, FL

Firm absorbed

Other

100.0%