Overview
Assets Under Management: $426 million
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Frequently Asked Questions
ACORN CREEK CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325809), ACORN CREEK CAPITAL LLC is subject to fiduciary duty under federal law.
ACORN CREEK CAPITAL LLC is headquartered in FORT COLLINS, CO.
ACORN CREEK CAPITAL LLC serves 109 high-net-worth clients according to their SEC filing dated December 23, 2025. View client details ↓
According to their SEC Form ADV, ACORN CREEK CAPITAL LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ACORN CREEK CAPITAL LLC manages $426 million in client assets according to their SEC filing dated December 23, 2025.
According to their SEC Form ADV, ACORN CREEK CAPITAL LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,845
Discretionary Accounts: 1,822
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 325809
Filing ID: 2035705
Last Filing Date: 2025-12-23 13:55:25
Website: 0