Lava Creek Capital Management, LLC

RIASEC RegisteredEst. 2016
Total AUM
$75.1M
Discretionary
$75.1M
100% of AUM
Avg account
$548K
Accounts
137
Employees
2
Advisory reps
2

Firm details

Headquarters
San Rafael, California
CRD number
165536
Registered since
October 19, 2016
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI74.14%
  • Individuals24.79%
  • Charitable Organizations0.6%
  • Pension & Profit Sharing Plans0.47%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lava Creek Capital Management, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2016. The firm is individually owned and focuses on fee-based portfolio management for individual and family clients, as well as for small businesses and institutional/business accounts. Its advisory fees are charged as a percentage of assets under management. The firm describes its core advisory activity as discretionary portfolio management rather than consulting or pension advisory services. Lava Creek does not position itself as an ESG-focused investor, is not a capital allocator to proprietary alternative vehicles, and does not operate as a multi-state adviser or related-adviser network.

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 86%, US Government Bonds 7%, Cash & Cash Equivalents 6%86%
  • Exchange Traded Equities86%
  • US Government Bonds7%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • Brian Eisenbarth

    President, Chief Investment OfficerCRD 2377909

Contacts

1 of 1
  • Konrad Kuciej

    Managing DirectorCRD 4225840

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Rafael, CA

Marin

Location

San Rafael, CA

Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
2370 Kerner Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth