AdvisorCensus / Financial advisors / Montana / Missoula / Willow Creek Capital Management, Inc.
Willow Creek Capital Management, Inc.
Filed as WILLOW CREEK CAPITAL MANAGEMENT, INC.
Willow Creek Capital Management, Inc. is an SEC-registered investment advisory firm in Missoula, MT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.
Quick answers
From the filingHow is Willow Creek Capital Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Willow Creek Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is Willow Creek Capital Management, Inc. located?
Willow Creek Capital Management, Inc.'s principal office is in Missoula, MT, according to its Form ADV.
Is Willow Creek Capital Management, Inc. registered with the SEC or a state?
Willow Creek Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333911.
How much does Willow Creek Capital Management, Inc. manage?
Willow Creek Capital Management, Inc. reports $280,030,435 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (83% discretionary).
What types of clients does Willow Creek Capital Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (299); high net worth individuals (98); pension and profit sharing plans (but not the plan participants or government pension plans) (7).
Which custodians does Willow Creek Capital Management, Inc. use?
Willow Creek Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Willow Creek Capital Management, Inc. 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/333911
Does Willow Creek Capital Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated August 26, 2026 says: "There is no account minimum for any of WCCM's services."
What changed in Willow Creek Capital Management, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Changed its legal name from Estep, Geeting, and Weber Capital Management,inc. to Willow Creek Capital Management, Inc..
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: None
The brochure's wording
There is no account minimum for any of WCCM's services.
As stated in the firm's Form ADV Part 2A brochure dated August 26, 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$280,030,435 as of October 2026, filing dated August 26, 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
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- Yes.
- 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
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7 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
Changes in the filing
Last 12 months- April 2026
- Changed its legal name from Estep, Geeting, and Weber Capital Management,inc. to Willow Creek Capital Management, Inc..
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. Willow Creek Capital Management, Inc. (CRD 333911): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/willow-creek-capital-management-inc-missoula-mt-333911