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SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC

· CRD 319437 · IAPD ↗ · 434-414-1477

$127.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC now reports custody of client assets ($14.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
November 2024 — SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC (location n/a) is newly SEC-registered with $109.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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