# Cherry Creek Investment Advisors Inc

> Cherry Creek Investment Advisors Inc is an SEC-registered investment advisory firm in Englewood, CO, registered since 1994, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 107426
- Filed as: CHERRY CREEK INVESTMENT ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Englewood, CO
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107426
- AdvisorCensus page: https://advisorcensus.com/firm/cherry-creek-investment-advisors-inc-englewood-co-107426

## Quick answers

**How is Cherry Creek Investment Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Cherry Creek Investment Advisors Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Cherry Creek Investment Advisors Inc located?**
Cherry Creek Investment Advisors Inc's principal office is in Englewood, CO, according to its Form ADV.

**Is Cherry Creek Investment Advisors Inc registered with the SEC or a state?**
Cherry Creek Investment Advisors Inc is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107426.

**How much does Cherry Creek Investment Advisors Inc manage?**
Cherry Creek Investment Advisors Inc reports $351,940,264 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).

**How have Cherry Creek Investment Advisors Inc's assets and staff changed since 2021?**
In the Form ADV data for Cherry Creek Investment Advisors Inc: Regulatory assets under management: $204,171,457 in the October 2021 data and $351,940,264 in the October 2026 data, up 72%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cherry Creek Investment Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (288); high net worth individuals (93); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Cherry Creek Investment Advisors Inc use?**
Cherry Creek Investment Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cherry Creek Investment Advisors Inc report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107426

**Does Cherry Creek Investment Advisors Inc state an account minimum?**
Its Form ADV Part 2A brochure dated May 28, 2026 says: "In general, we do not require a minimum dollar amount to open and maintain an advisory account."

**What changed in Cherry Creek Investment Advisors Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $308,933,938 to $351,940,264 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 28, 2026)

- Account minimum: None

> In general, we do not require a minimum dollar amount to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $351,940,264
- Discretionary: $351,940,264
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 288 | $46,847,955 |
| High net worth individuals | 93 | $304,692,309 |
| 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) | 1 | $400,000 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1994 (31 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, NE, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107426

### Websites listed on Form ADV (Item 1.I)
- [cherrycreekinvestmentadvisors.com](https://cherrycreekinvestmentadvisors.com)
- Facebook @Cherry-Creek-Investment-Advisors-Inc
- LinkedIn @cherry-creek-investmentadvisors-inc-
- X @CCIAWealthMgmt
- YouTube @UCKTLNXnP0meZDGtXJx7aStA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $204,171,457 | 2 | March 8, 2021 |
| October 2022 | $236,873,421 | 2 | January 12, 2022 |
| October 2023 | $202,695,346 | 3 | June 29, 2023 |
| October 2024 | $245,125,424 | 3 | September 12, 2024 |
| October 2025 | $308,933,938 | 3 | March 3, 2025 |
| October 2026 | $351,940,264 | 3 | May 28, 2026 |

Regulatory assets under management: $204,171,457 in the October 2021 data and $351,940,264 in the October 2026 data, up 72%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $308,933,938 to $351,940,264 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cherry Creek Investment Advisors Inc (CRD 107426): Form ADV filing data as of October 2026.