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WILLOW CREEK CAPITAL MANAGEMENT, INC.
CRD 333911File 801-134896
APPROVED
Retail clients
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$280.0M
Below cohort median (national)
Discretionary AUM
$232.0M
Non-discretionary $48.0M
Clients
413
431 accounts
Employees
4
Below cohort median in MT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 9, 2025
- Principal office
- 432 W SPRUCE ST., STE 102, MISSOULA, MT, 59802
- Phone
- 406-830-3286
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $280.0M
- Discretionary AUM
- $232.0M
- Non-discretionary AUM
- $48.0M
- Discretionary accounts
- 318
- Non-discretionary accounts
- 113
- Total accounts
- 431
- AUM per client
- $678K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $151K |
| Charitable organizations | 5 | $1.8M |
| High net worth individuals | 98 | $182.1M |
| Pension and profit sharing plans | 7 | $21.6M |
| Individuals (other than high net worth individuals) | 299 | $74.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- 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 |
|---|---|---|---|
| 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.