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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 Aug 17, 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 typeClientsAUM
High net worth individuals93$304.7M
Pension and profit sharing plansFewer than 5$400K
Individuals (other than high net worth individuals)288$46.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.