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, individual-owned registered investment adviser that provides wealth and investment management to both high-net-worth individuals/families and institutional clients. The firm is registered with the SEC (registration year 2023) and describes itself as a capital allocator that selects third‑party managers in addition to providing direct portfolio management and financial planning. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting services, and the selection of other advisers. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor.