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BANCREEK CAPITAL ADVISORS, LLC

SANTA MONICA, CA · CRD 328736 · IAPD ↗ · bancreek.com · 424-252-4813

$187.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2026 — BANCREEK CAPITAL ADVISORS, LLC reported RAUM up 28% ($146.5M -> $187.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — BANCREEK CAPITAL ADVISORS, LLC reported RAUM up 4058% ($3.5M -> $146.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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