Cool Creek Financial

Overview

Cool Creek Financial is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional and business accounts, and positions itself as a capital allocator that can build portfolios directly or select outside managers. Its fee schedule includes asset-based fees, hourly billing and fixed-fee engagements. Core advisory offerings reported on the ADV include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. The firm is identified as an active ESG investor, indicating environmental, social or governance factors are incorporated into its investment decision-making.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices