3RD CREEK INVESTMENTS, INC.
DBA: 3RD CREEK INVESTMENTS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $204.9M |
| Discretionary | $183.7M90% of AUM |
| Non-Discretionary | $21.2M |
| Client Accounts | 436 |
| Avg Account Size | $470K |
| Employees | 4 |
| Peak AUM | $204.9MJan 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $205M | +26.1% | +15.8% | +12.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $204.9M |
| Discretionary | $183.7M |
| Employees | 4 |
| Client Accounts | 436 |
| Client Range | 0 |
Contact & Location
Phone
775-832-9222
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$184M
89.7% of AUM
Non-Discretionary
$21M
10.3% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Commodity Pool Operator
Related Entities (Item 7)
Insurance Company