ROCK CREEK ADVISORS LLC

RIASEC Registered
Total AUM
$54.2M
Discretionary
$54.2M
100% of AUM
Avg account
$1.4M
Accounts
39
Employees
2
Advisory reps
3

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

FINTRX

Overview

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

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 74%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 1%74%
  • Exchange Traded Equities74%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • MICHAEL BRILLEY

    Chief Investment OfficerCRD 1697359

Contacts

2 of 2
  • JOSEPH PORTER

    Investment Advisor RepresentativeCRD 4745508

  • JOEL BLACK

    PresidentCRD 2259861

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

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth