ACORN CREEK CAPITAL LLC

RIASEC RegisteredEst. 2023

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, SEC-registered registered investment adviser that launched oversight in 2023 and operates as a limited liability company under individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients and positions itself as a capital allocator that selects third‑party managers in addition to managing portfolios directly. Its advisory scope includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. Fee arrangements are flexible: the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee structures for certain services. Acorn Creek is not described as an active ESG investor.