3RD CREEK INVESTMENTS

Legal name: 3RD CREEK INVESTMENTS, INC.

CRD 115945File 801-120802

APPROVED

Retail clients

Custody

Filing as of Jan 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$204.9M

Below cohort median (national)

Discretionary AUM

$183.7M

Non-discretionary $21.2M

Clients

108

436 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Apr 15, 2021
Principal office: Not reported
Phone: 775-832-9222
Website: HTTP://3RDCREEK.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $204.9M
Discretionary AUM: $183.7M
Non-discretionary AUM: $21.2M
Discretionary accounts: 344
Non-discretionary accounts: 92
Total accounts: 436
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.2M
Charitable organizations	8	$37.4M
High net worth individuals	42	$146.8M
Pension and profit sharing plans	Fewer than 5	$91K
Individuals (other than high net worth individuals)	58	$19.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.