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)

MinMaxMarginal Fee Rate
$0 and above 1.50%
Illustrative Fee Rates
Total AssetsAnnual FeesAverage 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.