AdvisorCensus / Financial advisors / Minnesota / Minneapolis / Summit Creek Advisors
Summit Creek Advisors
Filed as SUMMIT CREEK ADVISORS · Legal name Summit Creek Advisors, LLC
Summit Creek Advisors is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Summit Creek Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Summit Creek Advisors reports these compensation arrangements: a percentage of assets under its management.
Where is Summit Creek Advisors located?
Summit Creek Advisors' principal office is in Minneapolis, MN, according to its Form ADV.
Is Summit Creek Advisors registered with the SEC or a state?
Summit Creek Advisors is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 135496.
How much does Summit Creek Advisors manage?
Summit Creek Advisors reports $650,882,573 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have Summit Creek Advisors' assets and staff changed since 2021?
In the Form ADV data for Summit Creek Advisors: Regulatory assets under management: $809,906,301 in the October 2021 data and $650,882,573 in the October 2026 data, down 20%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Summit Creek Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (12); state or municipal government entities (including government pension plans) (7); individuals (other than high net worth individuals) (6).
Which custodians does Summit Creek Advisors use?
Summit Creek Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon as a custodian holding 10% or more of its separately managed account assets.
Does Summit Creek Advisors 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/135496
Does Summit Creek Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "SCA generally requires that clients have assets of $5 million or more. However, smaller accounts may be solicited or accepted at the discretion of SCA. There are no minimum fees."
What changed in Summit Creek Advisors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $789,760,655 to $650,882,573 (-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
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
SCA generally requires that clients have assets of $5 million or more. However, smaller accounts may be solicited or accepted at the discretion of SCA. There are no minimum fees.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$650,882,573 as of October 2026, filing dated March 25, 2026.
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.DA 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- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Summit Creek Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- 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
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $650,882,573 | 7 | March 25, 2026 |
| October 2025 | $789,760,655 | 8 | March 21, 2025 |
| October 2024 | $763,042,111 | 8 | March 28, 2024 |
| October 2023 | $753,722,133 | 8 | March 27, 2023 |
| October 2022 | $1,034,188,410 | 7 | March 29, 2022 |
| October 2021 | $809,906,301 | 7 | May 28, 2021 |
Regulatory assets under management: $809,906,301 in the October 2021 data and $650,882,573 in the October 2026 data, down 20%.
Total employees: 7 in October 2021 and 7 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- April 2026
- Regulatory assets under management went from $789,760,655 to $650,882,573 (-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.ISource: 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. Summit Creek Advisors (CRD 135496): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/summit-creek-advisors-minneapolis-mn-135496