Acorn Creek Capital LLC

RIASEC Registered

Total AUM

$489M

Discretionary

$478M

98% of AUM

Avg account

$236K

Accounts

2,073

Employees

Advisory reps

Firm details

Headquarters: Fort Collins, Colorado
CRD number: 325809
Registered since: April 14, 2023
Website: www.acorncreekcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.97%
Individuals12.98%
Pension & Profit Sharing Plans2.87%
Corporations / Businesses0.16%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Acorn Creek Capital LLC is an independent, individually owned registered investment adviser that began SEC registration in 2023. The firm positions itself as a capital allocator serving both individual & family clients and institutional investors. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. Fee arrangements include assets-under-management fees, hourly charges, and fixed fees. The firm does not describe itself as an active ESG investor.