Jackson Creek Investment Advisors LLC

RIASEC Registered

Total AUM

$349M

Discretionary

$349M

100% of AUM

Avg account

$6.1M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Jackson Creek Investment Advisors LLC is an SEC-registered institutional RIA (registered in 2020) that manages portfolios for high-net-worth individuals, families and institutional clients. The firm is organized as an LLC and owned by an individual principal. Its fee arrangements combine percentage-of-AUM billing with fixed fees. Advisory services listed on its filings include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, and pension consulting. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser.