Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Scott H
Series 63, Series 65
Austin, TX
Capital Creek Partners
Scott Honig is a financial advisor at Capital Creek Partners in Austin, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CAZ Investments LP, Crestone Asset Management, LLC, and U.S. Bank. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices by providing individualized wealth management and family-office services. The firm employs a due diligence-driven, holistic investment approach that emphasizes third-party managers, sponsored pooled vehicles, and negotiated private-market access to create tailored portfolios.
Brett L
Series 66
Austin, TX
Capital Creek Partners
Brett Longoria is a financial advisor at Capital Creek Partners with a Series 66 designation and 10 years of industry experience. He previously worked at Avalon Wealth Management LLC and Avalon Advisors, LLC before joining Capital Creek Partners in 2019. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging unaffiliated sub-advisors and third-party managers to deliver tailored strategic advice across public and private asset classes.
Michael M
CFA®, Series 65
Austin, TX
Capital Creek Partners
Michael Miller is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Capital Creek Partners since 2019 and previously worked at Alesia Investments and Petty Group LLP. Miller serves as an uncompensated advisory board member for Treaty Oak Equity LLC, where he provides strategic guidance and network connections. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging third-party managers and offering tailored advice across public and private asset classes.
Matthew A
Series 65
Austin, TX
Capital Creek Partners
Matthew Adams is a financial advisor at Capital Creek Partners in Austin, TX, with three years of industry experience. He holds a Series 65 designation and previously worked at CAZ Investments LP, U.S. Bank, and IBM. Capital Creek Partners primarily serves ultra-high net worth individuals, families, and family offices, offering individualized wealth management and family-office services with access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach that uses third-party managers and negotiated private-market access to tailor portfolios for its clients.
Robert G
Series 63, Series 65
Austin, TX
Capital Creek Partners
Robert Gauntt is a financial advisor at Capital Creek Partners in Austin, TX, holding Series 63 and Series 65 credentials with two years of industry experience. He previously worked at the Teachers Retirement System of Texas, The University of Texas, and Citigroup. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices, offering wealth management, family-office services, and access to both public and private investments. The firm employs a due diligence-driven, holistic investment approach that relies on third-party managers and negotiated private-market access to create tailored portfolios.
Pamela J
Series 66
Austin, TX
Capital Creek Partners
Pamela Janysek is a financial advisor at Capital Creek Partners with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Luther King Capital Management Corporation and Avalon Advisors, LLC. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging unaffiliated sub-advisors and offering tailored strategic advice across public and private asset classes.
Robert G
Series 63, Series 65
Austin, TX
Capital Creek Partners
Robert Gauntt is a financial advisor at Capital Creek Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Creek Partners since 2019, following an 11-year tenure at Avalon Advisors, LLC. Mr. Gauntt serves on the Board of The University of Texas Investment Management Company and participates in its Compensation and Risk Committees; he is also an advisory board member for Treaty Oak Equity LLC and a General Partner at Capstar Ventures LP. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices by providing wealth management, family-office services, and access to public and private investments. The firm’s approach emphasizes due diligence and utilizes third-party managers and private-market access to create tailored portfolios for a select number of family clients.
Christopher H
Series 65
Austin, TX
Capital Creek Partners
Christopher Happ is a financial advisor with Capital Creek Partners in Austin, TX. He holds a Series 65 designation and has five years of industry experience, including prior work at One Day Capital. Capital Creek Partners serves ultra-high net worth individuals, families, and family offices, offering individualized wealth management, family-office services, and access to both public and private investments. The firm uses a due diligence-driven, holistic investment approach that incorporates third-party managers, pooled vehicles, and negotiated private-market opportunities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters