Clear Creek Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and business entities, managing roughly $722 million in client assets and serving several hundred client relationships. The firm works with third‑party model portfolios and portfolio managers to deliver portfolio management and related services to both non‑HNW and high‑net‑worth clients.
The firm’s onboarding process includes a risk tolerance questionnaire and an Investment Policy Statement to guide selection of a model portfolio; Clear Creek typically recommends model portfolios run by unaffiliated subadvisors or by a designated Co‑Advisor and retains ongoing oversight and discretionary authority to select, change, or replace those managers. Subadvisors or the Co‑Advisor handle day‑to‑day portfolio management and rebalancing, and clients are provided the recommended subadvisor’s or co‑advisor’s disclosure materials for review.
Clear Creek discloses several relationships that differentiate its structure from many peers: it has a co‑advisory arrangement with Advisory Alpha, LLC and an indirect minority ownership link between the firms, and it operates an affiliated insurance entity (Clear Creek Insurance, LLC) through which a partner is a licensed life and health insurance agent and may receive commissions (the brochure notes that partner spends approximately 15% of his time on insurance activities). The brochure also highlights the firm’s reliance on third‑party model portfolios and “investment tools” provided by subadvisors and the Co‑Advisor (materials that can include model or hypothetical performance information), and describes how advisory fees from CCA and the subadvisor/Co‑Advisor are combined and deducted from client accounts.
Client services
Expertise
Fee options
up to 1.50% annually
Main office
7900 E Union Ave, Suite 150
Denver CO 80237
Advisors at this office
9
Most active in
Colorado · Florida · Tennessee · Texas
Also doing business as
Clear Creek Advisors · Clear Creek Advisors LLC · Clear Creek Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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