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CHERRY CREEK INVESTMENT ADVISORS INC

ENGLEWOOD, CO · CRD 107426 · IAPD ↗ · cherrycreekinvestmentadvisors.com · 303-320-5774

$351.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
5States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — CHERRY CREEK INVESTMENT ADVISORS INC now reports custody of client assets ($158.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
March 2025 — CHERRY CREEK INVESTMENT ADVISORS INC reported RAUM up 26% ($245.1M -> $308.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — CHERRY CREEK INVESTMENT ADVISORS INC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — CHERRY CREEK INVESTMENT ADVISORS INC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
March 2024 — CHERRY CREEK INVESTMENT ADVISORS INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.