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3RD CREEK INVESTMENTS

· CRD 115945 · IAPD ↗ · 3rdcreek.com · 775-832-9222

$204.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — 3RD CREEK INVESTMENTS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2026 — 3RD CREEK INVESTMENTS reported RAUM up 26% ($162.5M -> $204.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — 3RD CREEK INVESTMENTS reported RAUM up 26% ($129.3M -> $162.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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