JACKSON CREEK INVESTMENT ADVISORS LLC

RIASEC RegisteredEst. 2020

Total AUM

$349M

Discretionary

$349M

100% of AUM

Avg account

$6.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CASTLE ROCK, Colorado
CRD number: 309116
Registered since: May 27, 2020
Website: www.jacksoncreekinvest.com
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 independent, SEC-registered registered investment adviser formed as an LLC in 2020 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, operating with a fee model that combines percentage-of-AUM billing and fixed fees. Its advisory capabilities, as disclosed, cover financial planning and a broad set of portfolio management mandates — covering individuals and small businesses, investment companies, and institutional/business clients — along with pension consulting services. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

JOHN RIDDLE
Managing Member and Chief Investment OfficerCRD 2733584

Contacts

3 of 3

MARK JAEGER
CCO, Managing MemberCRD 4730811
BRIAN HARVEY
Senior Investment AnalystCRD 4864226
CHRISTOPHER MCQUILLAN
Director of Business Development and Client ServicesCRD 5483263