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CHERRY CREEK INVESTMENT ADVISORS INC
CRD 107426File 801-47547
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$351.9M
Below cohort median (national)
Discretionary AUM
$351.9M
Clients
382
799 accounts
Employees
3
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 6, 1994
- Principal office
- 68 INVERNESS LANE EAST #206, ENGLEWOOD, CO, 80112
- Phone
- 303-320-5774
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $351.9M
- Discretionary AUM
- $351.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 799
- Non-discretionary accounts
- 0
- Total accounts
- 799
- AUM per client
- $921K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $304.7M |
| Pension and profit sharing plans | Fewer than 5 | $400K |
| Individuals (other than high net worth individuals) | 288 | $46.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 351 | 382 | increased by31 |
| Apr 1, 2026 | AUM | $308,933,938 | $351,940,264 | increased by$43,006,326 |
| Apr 1, 2026 | Accounts | 747 | 799 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 250 | 351 | increased by101 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $236,873,421 | $308,933,938 | increased by$72,060,517 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 250 | 747 | increased by497 |
| Feb 1, 2022 | Clients | 235 | 250 | increased by15 |
| Feb 1, 2022 | AUM | $204,171,457 | $236,873,421 | increased by$32,701,964 |
| Feb 1, 2022 | Accounts | 235 | 250 | increased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHERRY CREEK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHERRY CREEK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.