Austin Creek Capital, LLC

RIASEC Registered

Total AUM

$7.5M

Discretionary

$7.5M

100% of AUM

Avg account

$198K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Mill Valley, California
CRD number: 313554
Website: www.austincreekcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals55.64%
HNWI41.96%
Corporations / Businesses2.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Austin Creek Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves high-net-worth individuals and families and charges clients primarily on a percentage-of-AUM basis, with the option of fixed fees. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm does not list active ESG investing activity, is not identified as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.