3rd Creek Investments
TL;DR
SEC-registered Incline Village firm with $205 million across 436 accounts and a values-aligned investing focus.
$205 million
Regulatory AUM
As of ADV filing 2026-01-23
436
Accounts / Clients
108 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
4
Team Size
employees, 4 advisory
5 yrs
Years Registered
First registered 2021
About 3rd Creek Investments
SEC-registered Incline Village firm with $205 million across 436 accounts and a values-aligned investing focus. Its own site shows a PO box, not a street office.
Office: PO Box 5406, Incline Village, NV 89450 (mailing address on its site).
Best for: families with $2M or more, including values-aligned investing
Fee model and designations stated on the guide
No commissions per ADV 2ACPA named
Form ADV data
CRD115945
RegistrationSEC-registered
First registration2021
Regulatory AUM$205 million
ADV filing date2026-01-23
Accounts436
Clients108 clients
Employees4
Advisory employees4
Fee modelReceives no commissions on products (ADV 2A)
Minimum$500,000 minimum; $2,000,000 for planning plus advisory (ADV 2A)
Disclosure events (Item 11)0
DesignationsCPA named in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 115945, as of ADV filing 2026-01-23, pulled October 10, 2026.
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