ROCK CREEK ADVISORS LLC
Firm details
- Headquarters
- RAPID CITY, South Dakota
- CRD number
- 291281
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses86.68%
- HNWI13.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rock Creek Advisors LLC is a small, fee-based investment adviser that focuses on discretionary portfolio management for individuals, families, small businesses and institutional clients. The firm runs separately managed accounts (SMAs) with an equity-first orientation: exchange-traded equities and ETFs are the primary building blocks of client portfolios. Services emphasize active portfolio construction and ongoing management under a percentage-of-AUM fee model rather than transactional or commission-based work. The adviser is set up as a limited liability company and has an affiliation with a trust company, which suggests it can coordinate investment management with trust and custody relationships for clients who need those services. Rock Creek is not positioned as an ESG-focused allocator and does not present itself as a multi-state or pension consultant adviser; its core activity remains direct portfolio management across private and institutional client segments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MICHAEL BRILLEY
Chief Investment OfficerCRD 1697359
Contacts
2 of 2JOSEPH PORTER
Investment Advisor RepresentativeCRD 4745508
JOEL BLACK
PresidentCRD 2259861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RAPID CITY, SD
PENNINGTON
Location
RAPID CITY, SD
Headquartered in RAPID CITY, SD, anchoring the Rapid City-Spearfish, SD metro in the Midwest.
- Metro area
- Rapid City-Spearfish, SD
- Region
- Midwest
- County
- PENNINGTON
- Address
- 805 5th St
- Time zone
- CT (UTC-6)
- Office locations
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