Jackson Creek Investment Advisors LLC

RIASEC RegisteredEst. 2020
Total AUM
$349M
Discretionary
$349M
100% of AUM
Avg account
$6.1M
Accounts
57
Employees
6
Advisory reps
4

Firm details

Headquarters
Castle Rock, Colorado
CRD number
309116
Registered since
May 27, 2020
Custodians
STATE STREET BANK AND TRUST COMPANY, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies60.99%
  • State / Municipal Government16.81%
  • HNWI14.43%
  • Charitable Organizations4.75%
  • Corporations / Businesses3.03%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Jackson Creek Investment Advisors LLC is an SEC-registered limited liability company that began advising in 2020 and is owned by an individual. It operates as an institutional RIA serving both individuals/families and institutional clients. The firm charges clients by a percentage of assets under management and via fixed fees and provides a range of advisory services, including financial planning, portfolio management for individuals and small businesses, management for investment companies and institutions, and pension consulting. The firm does not identify as an active ESG investor and is reported as a single-state adviser. Although the filing classifies the firm as not being a capital allocator, it does deploy client capital into externally managed alternative vehicles (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • John Riddle

    John Riddle

    Managing Member and Chief Investment OfficerCRD 2733584

Contacts

3 of 3
  • Mark Jaeger

    Mark Jaeger

    CCO, Managing MemberCRD 4730811

  • Brian Harvey

    Brian Harvey

    Senior Investment AnalystCRD 4864226

  • Christopher Mcquillan

    Christopher Mcquillan

    Director of Business Development and Client ServicesCRD 5483263

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Castle Rock, CO

Douglas

Location

Castle Rock, CO

Headquartered in Castle Rock, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Douglas
Address
115 Wilcox St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth