A complete list of active advisors currently associated with Split Creek LLC DBA Split Creek Capital LLC
Warmer can help you find a great advisor at Split Creek LLC DBA Split Creek Capital LLC or one who fits your needs even better.
Split Creek Capital is an independent, solo-advocate registered investment adviser managing about $127.7 million for 36 clients, primarily individuals and high-net-worth individuals. The firm provides ongoing portfolio management, prepares Investment Policy Statements, offers financial planning, and at times acts as a subadviser or directs clients to third‑party advisers and TAMPs. The firm’s investment process combines cyclical, fundamental, modern portfolio theory and quantitative analysis and employs both long- and short‑term trading, including options and short sales, while generally emphasizing equities alongside mutual funds, ETFs, fixed income, REITs and alternative/private investments. Split Creek documents client goals in an IPS and states it requires discretionary authority for trading, but its Form ADV shows that as of December 2025 roughly $64.7 million of $127.7 million in AUM is managed on a non‑discretionary basis, so a substantial portion of assets remain subject to client pre‑approval. What is noteworthy relative to many solo independent advisers is that a majority‑level portion of assets is non‑discretionary, and the firm routinely uses a broad set of investment types—including hedge funds, private equity/venture capital, private placements, commodities and leveraged or derivative strategies—which can add complexity and liquidity considerations. The firm requires custody at Schwab Institutional and discloses receipt of research and other custodian services that may benefit its advisory practice.
To learn more about the advisors currently working at Split Creek LLC DBA Split Creek Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charlottesville, VA
| 14
|
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