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ACORN CREEK CAPITAL LLC

CRD 325809File 801-127661
APPROVED
Retail clients
Filing as of Jul 6, 2026
Feed vintage Aug 17, 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 typeClientsAUM
OtherFewer than 5$778K
Charitable organizationsFewer than 5$110K
High net worth individuals125$410.3M
Pension and profit sharing plans10$14.0M
Individuals (other than high net worth individuals)187$63.4M

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 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 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.