# Jackson Creek Investment Advisors LLC

> Jackson Creek Investment Advisors LLC is an SEC-registered investment advisory firm in Castle Rock, CO, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 309116
- Filed as: JACKSON CREEK INVESTMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Castle Rock, CO
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309116
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-creek-investment-advisors-llc-castle-rock-co-309116

## Quick answers

**How is Jackson Creek Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jackson Creek Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Jackson Creek Investment Advisors LLC located?**
Jackson Creek Investment Advisors LLC's principal office is in Castle Rock, CO, according to its Form ADV.

**Is Jackson Creek Investment Advisors LLC registered with the SEC or a state?**
Jackson Creek Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309116.

**How much does Jackson Creek Investment Advisors LLC manage?**
Jackson Creek Investment Advisors LLC reports $348,959,797 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Jackson Creek Investment Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Jackson Creek Investment Advisors LLC: Regulatory assets under management: $264,727,398 in the October 2021 data and $348,959,797 in the October 2026 data, up 32%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jackson Creek Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); investment companies (1).

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

**Does Jackson Creek Investment Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309116

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- State Street Global Markets, LLC

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: $348,959,797
- Discretionary: $348,959,797
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 20 | $50,353,762 |
| Investment companies | 1 | $212,822,822 |
| Charitable organizations | Fewer than 5 | $16,564,850 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $58,658,429 |
| Corporations or other businesses not listed above | Fewer than 5 | $10,559,934 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jacksoncreekinvest.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $264,727,398 | 5 | July 1, 2021 |
| October 2022 | $295,380,512 | 6 | February 16, 2022 |
| October 2023 | $235,485,777 | 6 | February 15, 2023 |
| October 2024 | $271,877,828 | 6 | February 6, 2024 |
| October 2025 | $343,867,050 | 6 | June 3, 2025 |
| October 2026 | $348,959,797 | 6 | March 2, 2026 |

Regulatory assets under management: $264,727,398 in the October 2021 data and $348,959,797 in the October 2026 data, up 32%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jackson Creek Investment Advisors LLC (CRD 309116): Form ADV filing data as of October 2026.