Jackson Creek Investment Advisors LLC

RIASEC Registered
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 institutional RIA (registered in 2020) that manages portfolios for high-net-worth individuals, families and institutional clients. The firm is organized as an LLC and owned by an individual principal. Its fee arrangements combine percentage-of-AUM billing with fixed fees. Advisory services listed on its filings include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, and pension consulting. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

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

Owners & executives

FINTRX

Contacts

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Wealth teams

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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