# Canyon Creek Investment Advisors

> Canyon Creek Investment Advisors is a state-registered investment advisory firm in Fruita, CO, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 316378
- Filed as: CANYON CREEK INVESTMENT ADVISORS
- Legal name: Canyon Creek Investment Advisors, Ltd.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fruita, CO
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316378
- AdvisorCensus page: https://advisorcensus.com/firm/canyon-creek-investment-advisors-fruita-co-316378

## Quick answers

**How is Canyon Creek Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Canyon Creek Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Canyon Creek Investment Advisors located?**
Canyon Creek Investment Advisors' principal office is in Fruita, CO, according to its Form ADV.

**Is Canyon Creek Investment Advisors registered with the SEC or a state?**
Canyon Creek Investment Advisors is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316378.

**How much does Canyon Creek Investment Advisors manage?**
Canyon Creek Investment Advisors reports $54,736,200 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does Canyon Creek Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (21).

**Does Canyon Creek Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316378

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $54,736,200
- Discretionary: $54,736,200
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $15,914,400 |
| High net worth individuals | 21 | $20,978,200 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $17,753,700 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $89,900 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- canyoncreekinvestment.com
- LinkedIn @canyon-creek-investment-advisors
- X @CCIA_Ltd
- YouTube @UCNqLsEzFIKIDO65h1_bsmPQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Canyon Creek Investment Advisors (CRD 316378): Form ADV filing data as of October 2026.