Jackson Creek Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Castle Rock, CO. Its latest Form ADV filing, dated March 2, 2026, reports $349M in regulatory assets under management, 6 employees, and 57 accounts.
Assets Under Management
$349M
Employees
6
Offices
--
Total Clients
21
Primary office
CASTLE ROCK, CO
115 WILCOX STREET, SUITE 220, CASTLE ROCK, CO, United States
Top client segmentHNWI represent 95.2% of total clients.
Top client categories% of clientsClients
1
HNWI
95.2%
20
2
Investment Cos.
4.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$349Mas of March 2, 2026
Discretionary100.0%
$349M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$349M
Total Accounts57
10Y AUM Change+$349M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee4:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.