Split Creek LLC Dba Split Creek Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 319437
- Registered since
- October 28, 2024
- Website
- www.splitcreekcapital.com
- 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
FINTRXOverview
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
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 Equities82%
- Cash & Cash Equivalents6%
- US Government Bonds4%
- Private Funds4%
- Public Funds/Mutual Funds3%
Contacts
1 of 1
David Van Roijen
PrincipalCRD 5525491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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