Overview
Assets Under Management: $548 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 210
Average Client Assets: $2 million
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Fee Structure
Primary Fee Schedule (FORM ADV PART 2A BROCHURE/PART 2B BROCHURE SUPPLEMENT)
| Min | Max | Marginal Fee Rate |
| $0 |
and above
|
1.50%
|
Illustrative Fee Rates
| Total Assets | Annual Fees | Average Fee Rate |
| $1 million |
$15,000 |
1.50% |
| $5 million |
$75,000 |
1.50% |
| $10 million |
$150,000 |
1.50% |
| $50 million |
$750,000 |
1.50% |
| $100 million |
$1,500,000 |
1.50% |
Clients
Number of High-Net-Worth Clients: 210
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.41
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,035
Discretionary Accounts: 1,877
Non-Discretionary Accounts: 158
Regulatory Filings
CRD Number: 288335
Filing ID: 1952255
Last Filing Date: 2025-03-27 16:29:00
Website: https://ccaretirement.com
Form ADV Documents
Additional Brochure: FORM ADV PART 2B BROCHURE SUPPLEMENT - NIALL P. DURST (2025-10-09)
View Document Text
Item 1 Form ADV Part 2B Brochure Supplement – Niall P. Durst
Niall P. Durst, Investment Advisor Representative
Personal CRD Number: 7959787
Clear Creek Advisors
Firm CRD Number: 288335
7900 E Union Ave, Ste. 150
Denver, CO 80237
Phone: (720) 642-8348
Fax: (720) 834-0441
October 9, 2025
This brochure supplement provides information about Niall P. Durst that supplements the Clear
Creek Advisors brochure. You should have received a copy of that brochure. Please contact Amy
Bratsch, Chief Compliance Officer if you did not receive Clear Creek Advisors’ brochure or if you
have any questions about the contents of this supplement.
Additional information about Niall P. Durst, CRD #7959787 is available on the SEC’s website at
www.adviserinfo.sec.gov.
Item 2 Educational Background/Business Experience
Niall P. Durst, born 1997, graduated from the University of Colorado at Boulder with a B.A. in
Communication from 2016 to 2020. Mr. Durst is an Investment Advisor Representative with Clear
Creek Advisors as of October 2025. He was a Registered Representative with Equitable Advisors, LLC
from July 2024 to September 2025; a Manager at Freddy’s Winebar and Bistro from August 2022 to
July 2024; a Merchandiser with Grassroots Wholesaler from March 2023 to July 2023; a server at Frothy
Monkey from October 2022 to April 2023; he was counter staff at Moe’s Broadway Bagels from June
2021 to November 2022; and a Manager and counter staff at Nick-N-Willy’s from January 2021 to July
2022.
Item 3 Disciplinary Information
There are no legal or disciplinary events or proceedings to report concerning Mr. Durst.
Item 4 Other Business Activities
Niall Durst, Investment Advisor Representative with CCA, has no other business activities to disclose.
Item 5 Additional Compensation
Mr. Durst does not receive compensation or other economic benefit from anyone for providing advisory
services to clients of CCA, other than what has been described in the CCA’s Brochure.
Item 6 Supervision
Amy Bratsch, Chief Compliance Officer, monitors the investment advisory activities, personal investing
activities, and adherence to the Advisor’s compliance program and code of ethics of CCA’s supervised
persons on a continuous basis using various methods, including periodic inspection and review of client
securities positions and transaction activity, obtaining certifications of compliance with company
policies and procedures from those supervised, and obtaining and reviewing brokerage statements or
transactions and holdings reports of the supervised persons. To provide adequate oversight of CCA
personnel, Erik Krom, Partner, will provide the same oversight activities over the Chief Compliance
officer. Amy Bratsch can be reached at (720) 642-8348.