Firm profile

SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC

CRD 319437Latest ADV March 6, 2026

Split Creek LLC Dba Split Creek Capital LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 6, 2026, reports $128M in regulatory assets under management, 1 employee, and 97 accounts.

Assets Under Management
$128M
Employees
1
Offices
--
Total Clients
37
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODavid B. Van Roijen

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 75.7% of total clients.
Top client categories% of clientsClients
1
HNWI
75.7%
28
2
Individuals
21.6%
8
3
Corporations
2.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$128Mas of March 6, 2026
Discretionary49.3%
$63M
49% of total RAUM49.3%
Non-discretionary50.7%
$65M
51% of total RAUM50.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$128M
Total Accounts97
10Y AUM Change+$18M (+16.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee37:1
10Y Employee Change0 (0.0%)

* 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.