Willow Creek Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Missoula, MT. Its latest Form ADV filing, dated April 16, 2026, reports $280M in regulatory assets under management, 4 employees, and 431 accounts.
Assets Under Management
$280M
Employees
4
Offices
--
Total Clients
413
Primary office
MISSOULA, MT
432 W SPRUCE ST., STE 102, MISSOULA, MT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
299
2
HNWI
23.7%
98
3
Pension Plans
1.7%
7
4
Charitable
1.2%
5
5
Corporations
1.0%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$280Mas of April 16, 2026
Discretionary82.8%
$232M
83% of total RAUM82.8%
Non-discretionary17.2%
$48M
17% of total RAUM17.2%
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$280M
Total Accounts431
10Y AUM Change+$280M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee103:1
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.