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ACORN CREEK CAPITAL LLC

FORT COLLINS, CO · CRD 325809 · IAPD ↗ · acorncreekcapital.com · 970-818-4820

$488.7MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2026 — ACORN CREEK CAPITAL LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
71
March 2025 — ACORN CREEK CAPITAL LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
June 2024 — ACORN CREEK CAPITAL LLC notice-filed in FL, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2024 — ACORN CREEK CAPITAL LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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