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WILLOW CREEK CAPITAL MANAGEMENT, INC.

MISSOULA, MT · CRD 333911 · IAPD ↗ · raymondjames.com · 406-830-3286

$280.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
June 2026 — WILLOW CREEK CAPITAL MANAGEMENT, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
January 2026 — WILLOW CREEK CAPITAL MANAGEMENT, INC. (MISSOULA, MT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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
60
March 2025 — WILLOW CREEK CAPITAL MANAGEMENT, INC. (MISSOULA, MT) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
February 2025 — WILLOW CREEK CAPITAL MANAGEMENT, INC. (MISSOULA, MT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.