Jackson Creek Investment Advisors LLC
Firm details
- Headquarters
- Castle Rock, Colorado
- CRD number
- 309116
- Registered since
- May 27, 2020
- Website
- www.jacksoncreekinvest.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies60.99%
- State / Municipal Government16.81%
- HNWI14.43%
- Charitable Organizations4.75%
- Corporations / Businesses3.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Jackson Creek Investment Advisors LLC is an SEC-registered limited liability company that began advising in 2020 and is owned by an individual. It operates as an institutional RIA serving both individuals/families and institutional clients. The firm charges clients by a percentage of assets under management and via fixed fees and provides a range of advisory services, including financial planning, portfolio management for individuals and small businesses, management for investment companies and institutions, and pension consulting. The firm does not identify as an active ESG investor and is reported as a single-state adviser. Although the filing classifies the firm as not being a capital allocator, it does deploy client capital into externally managed alternative vehicles (see Investments & Alternatives).
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1John Riddle
Managing Member and Chief Investment OfficerCRD 2733584
Contacts
3 of 3
Mark Jaeger
CCO, Managing MemberCRD 4730811

Brian Harvey
Senior Investment AnalystCRD 4864226

Christopher Mcquillan
Director of Business Development and Client ServicesCRD 5483263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Castle Rock, CO
Douglas
Location
Castle Rock, CO
Headquartered in Castle Rock, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Douglas
- Address
- 115 Wilcox St
- Time zone
- MT (UTC-7)
- Office locations
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