Willow Creek Capital Management, Inc.
Firm details
- Headquarters
- Missoula, Montana
- CRD number
- 333911
- Registered since
- December 9, 2025
- Website
- www.willowcreekcm.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.04%
- Individuals26.55%
- Pension & Profit Sharing Plans7.73%
- Charitable Organizations0.63%
- Corporations / Businesses0.05%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Willow Creek Capital Management, Inc. is an independent, individually owned registered investment adviser that entered SEC registration in 2025. The firm charges fees as a percentage of assets under management and serves a mix of individual and family clients as well as institutional clients. Its stated advisory activities include portfolio management for individuals and small businesses and pension consulting services. Willow Creek reports being an active ESG investor and is not structured as a capital allocator.
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 Equities40%
- Other22%
- Cash & Cash Equivalents19%
- US Government Bonds18%
- Derivatives1%
Contacts
3 of 3
David Weber
Partner, Financial AdvisorCRD 4723892
Susan Estep
Senior Partner, Portfolio ManagerCRD 1636058
Lucas Duffy
Assistant Portfolio ManagerCRD 7997294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$11.5M in ETFs
100%
$11.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $3.7M | 10,003 | 32.06% |
Location
Missoula, MT
Missoula
Location
Missoula, MT
Headquartered in Missoula, MT, in the West of the United States.
- Region
- West
- County
- Missoula
- Address
- 432 W Spruce St
- Time zone
- MT (UTC-7)
- Office locations
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