Split Creek LLC Dba Split Creek Capital LLC

RIASEC RegisteredEst. 2024
Total AUM
$128M
Discretionary
$63M
49% of AUM
Avg account
$1.3M
Accounts
97
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
319437
Registered since
October 28, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI97.13%
  • Individuals2.8%
  • Corporations / Businesses0.06%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Split Creek LLC dba Split Creek Capital LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (2024) and owner-operated, offering a mix of percentage-of-AUM and fixed-fee billing. Its core advisory capabilities include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Investment activity is centered on public equities and exchange-traded instruments as the preferred liquid sleeve, while the firm also allocates to private market and alternative managers for diversification and return enhancement. Split Creek is not flagged as an active ESG investor and does not identify as a multi-state or pension consultant adviser in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 6%, US Government Bonds 4%, Private Funds 4%, Public Funds/Mutual Funds 3%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents6%
  • US Government Bonds4%
  • Private Funds4%
  • Public Funds/Mutual Funds3%

Contacts

1 of 1
  • David Van Roijen

    David Van Roijen

    PrincipalCRD 5525491

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth