Noisy Creek Capital

RIAState Registered
Total AUM
$18.9M
Discretionary
$18.9M
100% of AUM
Avg account
$1.2M
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328103
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI98.59%
  • Individuals1.41%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Noisy Creek Capital is an independent, sole-proprietor advisory practice organized in Montana. The firm focuses on portfolio management for individuals and small businesses and is owned by an individual advisor rather than a larger institutional entity. Its fee arrangements combine a percentage-of-assets model with the potential for performance-based fees. The firm is not positioned as a capital allocator or a multi-state adviser and does not identify as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Cash & Cash Equivalents 23%77%
  • Exchange Traded Equities77%
  • Cash & Cash Equivalents23%

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth