← Directory
ACORN CREEK CAPITAL LLC
CRD 325809File 801-127661
APPROVED
Retail clients
Filing as of Jul 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$488.7M
Above cohort median (national)
Discretionary AUM
$478.5M
Non-discretionary $10.2M
Clients
322
2,073 accounts
Employees
5
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 14, 2023
- Principal office
- 215 WEST OAK STREET, 10TH FLOOR, STE 1000, FORT COLLINS, CO, 80521
- Phone
- 970-818-4820
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $488.7M
- Discretionary AUM
- $478.5M
- Non-discretionary AUM
- $10.2M
- Discretionary accounts
- 2,019
- Non-discretionary accounts
- 54
- Total accounts
- 2,073
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $778K |
| Charitable organizations | Fewer than 5 | $110K |
| High net worth individuals | 125 | $410.3M |
| Pension and profit sharing plans | 10 | $14.0M |
| Individuals (other than high net worth individuals) | 187 | $63.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Feb 1, 2026 | Clients | 381 | 322 | decreased by59 |
| Feb 1, 2026 | AUM | $426,440,141 | $488,690,719 | increased by$62,250,578 |
| Feb 1, 2026 | Accounts | 1,845 | 2,073 | increased by228 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACORN CREEK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACORN 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.