Overview

Total Firm Assets
$128 million
Average High-Net-Worth Client Portfolio Size
$4.4 million

Fee Disclosure

Source: ADV PART 2A- SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC (2026-03-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.75%
$500,001 $1,000,000 1.50%
$1,000,001 $5,000,000 1.25%
$5,000,001 and above 1.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $16,250 1.62%
$5 million $66,250 1.32%
$10 million $116,250 1.16%
$50 million $516,250 1.03%
$100 million $1,016,250 1.02%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
97.13%
Number of High-Net-Worth Clients
28
Total Client Accounts
97
Discretionary Accounts
90
Non-Discretionary Accounts
7

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
319437
  • ADV PART 2A- SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC (2026-03-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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