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Split Creek LLC DBA Split Creek Capital LLC

North Garden, VASEC-registered investment adviserCRD 319437

Filed as SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC · Legal name Split Creek LLC

Split Creek LLC DBA Split Creek Capital LLC is an SEC-registered investment advisory firm in North Garden, VA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

1 year
registered since 2024
$127,701,932
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Split Creek LLC DBA Split Creek Capital LLC compensated?

On its Form ADV (Item 5.E, October 2026), Split Creek LLC DBA Split Creek Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Split Creek LLC DBA Split Creek Capital LLC located?

Split Creek LLC DBA Split Creek Capital LLC's principal office is in North Garden, VA, according to its Form ADV.

Is Split Creek LLC DBA Split Creek Capital LLC registered with the SEC or a state?

Split Creek LLC DBA Split Creek Capital LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 319437.

How much does Split Creek LLC DBA Split Creek Capital LLC manage?

Split Creek LLC DBA Split Creek Capital LLC reports $127,701,932 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (49% discretionary).

How have Split Creek LLC DBA Split Creek Capital LLC's assets and staff changed since 2025?

In the Form ADV data for Split Creek LLC DBA Split Creek Capital LLC: Regulatory assets under management: $108,651,934 in the October 2025 data and $127,701,932 in the October 2026 data, up 18%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Split Creek LLC DBA Split Creek Capital LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (8); corporations or other businesses not listed above (1).

Which custodians does Split Creek LLC DBA Split Creek Capital LLC use?

Split Creek LLC DBA Split Creek Capital LLC'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 Split Creek LLC DBA Split Creek Capital 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/319437

What changed in Split Creek LLC DBA Split Creek Capital LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $108,651,934 to $127,701,932 (+18%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 6, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$127,701,932

$127,701,932 as of October 2026, filing dated March 6, 2026.

Discretionary: $63,012,343.Non-discretionary: $64,689,589.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 8 Assets $3,580,302 (3%)
High net worth individuals
Clients 28 Assets $124,043,218 (97%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 1 Assets $78,412 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Split Creek LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2024 (1 year)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
3 states or jurisdictions
FLMDVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$109M 2025 $128M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$127,701,9321March 6, 2026
October 2025$108,651,9341January 10, 2025

Regulatory assets under management: $108,651,934 in the October 2025 data and $127,701,932 in the October 2026 data, up 18%.

Total employees: 1 in October 2025 and 1 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $108,651,934 to $127,701,932 (+18%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
splitcreekcapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Split Creek LLC DBA Split Creek Capital LLC (CRD 319437): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/split-creek-llc-dba-split-creek-capital-llc-north-garden-va-319437