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CAPITAL CREEK PARTNERS
1608 W. 5th St.
Suite 200
Austin, Texas 78703
Tel: 512-316-3397
About CAPITAL CREEK PARTNERS
CAPITAL CREEK PARTNERS, formally registered with the SEC as CAPITAL CREEK PARTNERS. The firm was established in 04/29/2019. They have over 3 offices throughout the country.
CAPITAL CREEK PARTNERS is a Austin, Texas based Financial Planning firm with nearly $1,204,750,944 assets under management, offering retirement planning & investment advisory services to 488 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301211 |
| SEC# | 801-115166 |
| Assets Managed by Firm | $1,204,750,944 |
| No. of Clients | 488 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 488 | $1,204,750,944 |
| Individuals (other than high net worth individuals) | 9 | $9,511,817 |
| High net worth individuals | 94 | $480,017,028 |
| Charitable organizations | 5 | $31,609,884 |
| Corporations or other businesses | 21 | $240,534,224 |
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