Rock Creek Advisors LLC

RIASEC Registered
Total AUM
$54.2M
Discretionary
$54.2M
100% of AUM
Avg account
$1.4M
Accounts
39
Employees
2
Advisory reps
3

Firm details

Headquarters
Rapid City, South Dakota
CRD number
291281
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses86.68%
  • HNWI13.32%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rock Creek Advisors LLC is organized as an institutional registered investment adviser operating as a limited liability company. The firm manages assets for both individual/family clients and institutional or business accounts, providing portfolio management services tailored to individuals/small businesses as well as to businesses or institutions. Its fee model is a percentage of assets under management. The firm is not positioned as an active ESG investor and is not described as a multi-state adviser. An industry affiliation with a trust company is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 1%74%
  • Exchange Traded Equities74%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Michael Brilley

    Chief Investment OfficerCRD 1697359

Contacts

2 of 2
  • Joseph Porter

    Joseph Porter

    Investment Advisor RepresentativeCRD 4745508

  • Joel Black

    Joel Black

    PresidentCRD 2259861

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rapid City, SD

Pennington

Location

Rapid City, SD

Headquartered in Rapid City, SD, anchoring the Rapid City-Spearfish, SD metro in the Midwest.

Metro area
Rapid City-Spearfish, SD
Region
Midwest
County
Pennington
Address
805 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth