FORT COLLINS, COCRD 325809Latest ADV January 28, 2026
Acorn Creek Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Collins, CO. Its latest Form ADV filing, dated January 28, 2026, reports $489M in regulatory assets under management, 5 employees, and 2,073 accounts.
Assets Under Management
$489M
Employees
5
Offices
--
Total Clients
322
Primary office
FORT COLLINS, CO
215 WEST OAK STREET, 10TH FLOOR, STE 1000, FORT COLLINS, CO, United States
Top client segmentIndividuals represent 58.1% of total clients.
Top client categories% of clientsClients
1
Individuals
58.1%
187
2
HNWI
38.8%
125
3
Pension Plans
3.1%
10
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$489Mas of January 28, 2026
Discretionary97.9%
$478M
98% of total RAUM97.9%
Non-discretionary2.1%
$10M
2% of total RAUM2.1%
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$489M
Total Accounts2,073
10Y AUM Change+$489M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee64:1
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.