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JACKSON CREEK INVESTMENT ADVISORS LLC

CRD 309116File 801-118808
APPROVED
Retail clients
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$349.0M
Below cohort median (national)
Discretionary AUM
$349.0M
Clients
21
57 accounts
Employees
6
Below cohort median in CO

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
May 27, 2020
Principal office
115 WILCOX STREET, SUITE 220, CASTLE ROCK, CO, 80104
Phone
720-826-4102

Assets & accounts

ADV Item 5F
Total regulatory AUM
$349.0M
Discretionary AUM
$349.0M
Non-discretionary AUM
$0
Discretionary accounts
57
Non-discretionary accounts
0
Total accounts
57
AUM per client
$16.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$10.6M
Investment companies1$212.8M
Charitable organizationsFewer than 5$16.6M
High net worth individuals20$50.4M
State or municipal government entitiesFewer than 5$58.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
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

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.