← Back to searchVisit website
ACORN CREEK CAPITAL LLC
CRD 325809 · SEC 801-127661
215 WEST OAK STREET, 10TH FLOOR, STE 1000, FORT COLLINS, CO, 80521, United States
Phone
970-818-4820
Fax
970-818-4835
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$488.7M
Discretionary AUM
$478.5M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $63.4M |
| High net worth individuals | 125 | $410.3M |
| Pension/profit sharing plans | 10 | $14.0M |
States served
CA, CO, NE, NM, TX
All web addresses on file
Official SEC filing: View on IAPD