AUSTIN CREEK CAPITAL, LLC
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 313554
- Website
- www.austincreekcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.64%
- HNWI41.96%
- Corporations / Businesses2.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Austin Creek Capital, LLC is a small, independently owned registered investment adviser that serves individual and family clients with discretionary portfolio management and financial planning. The firm operates as a limited liability company under an individual owner and charges clients via a percentage-of-AUM model and fixed fees. Its advisory scope includes portfolio management for individuals and small businesses as well as for businesses or institutions, and it manages client relationships on a discretionary basis. Filings indicate the firm is not positioned as a capital allocator, is not active on ESG mandates, and does not act as a pension consultant. Investment activity is concentrated in pooled public vehicles—primarily mutual funds and other public funds—supporting core equity and fixed-income exposure rather than direct single-stock or extensive ETF trading. The firm’s stated asset preference is “Other,” suggesting flexibility in portfolio construction within its mutual fund and SMA framework.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents14%
- Exchange Traded Equities1%
Contacts
1 of 1WILLIAM PROMES
Founder & Financial PlannerCRD 4227730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILL VALLEY, CA
MARIN
Location
MILL VALLEY, CA
Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 131 Camino Alto
- Time zone
- PT (UTC-8)
- Office locations
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