# Cocreate Financial

> Cocreate Financial is a state-registered investment advisory firm in Bozeman, MT, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 299648
- Filed as: COCREATE FINANCIAL
- Legal name: Cocreate Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bozeman, MT
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299648
- AdvisorCensus page: https://advisorcensus.com/firm/cocreate-financial-bozeman-mt-299648

## Quick answers

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

**Where is Cocreate Financial located?**
Cocreate Financial's principal office is in Bozeman, MT, according to its Form ADV.

**Is Cocreate Financial registered with the SEC or a state?**
Cocreate Financial is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299648.

**How much does Cocreate Financial manage?**
Cocreate Financial reports $37,669,061 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Cocreate Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (28).

**Does Cocreate Financial 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/299648

## 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: $37,669,061
- Discretionary: $37,669,061
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $14,049,175 |
| High net worth individuals | 28 | $23,619,886 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cocreatefinancial.com
- Facebook @CoCreateFinancial
- LinkedIn @cocreatefinancial
- LinkedIn @MattHudak
- YouTube @cocreatefinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cocreate Financial (CRD 299648): Form ADV filing data as of October 2026.