Data / Investment advisers / Montana / Willow Creek Capital Management, Inc.
Willow Creek Capital Management, Inc., Missoula, MT: $280 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Willow Creek Capital Management, Inc. is an SEC registered investment adviser with its main office in Missoula, Montana and reports $280 million in regulatory assets under management in its Form ADV filed October 14, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch Willow Creek Capital Management, Inc. (CRD number 333911): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 333911
- SEC file number
- 801-134896
- SEC status
- Approved, effective December 9, 2025
- Main office
- 432 W Spruce St. Ste 102, Missoula, MT 59802
- Phone
- (406) 830-3286
- Website
- raymondjames.com
- Regulatory AUM
- $280,030,435 in the Form ADV filed October 14, 2026
- Discretionary AUM
- $232,001,243
- Non discretionary AUM
- $48,029,192
- Accounts
- 431
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 98 | $182.1 million |
| Individuals (other than high net worth individuals) | 299 | $74.3 million |
| Pension and profit sharing plans | 7 | $21.6 million |
| Charitable organizations | 5 | $1.8 million |
| Corporations or other businesses | 4 | $150,606 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $280 million | April 16, 2026 |
| January 2, 2026 | Not listed | November 5, 2025 |
Other advisers in Montana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Main Line Retirement Advisors, LLC | Whitefish | $448.6 million | Not listed | adviserinfo.sec.gov |
| SGL Investment Advisors, Inc. | Missoula | $440.3 million | Not listed | adviserinfo.sec.gov |
| Evergreen Wealth Partners LLC | Kalispell | $405.2 million | Not listed | adviserinfo.sec.gov |
| Capstone Wealth | Billings | $354.3 million | Not listed | adviserinfo.sec.gov |
| Professional Financial Management, Inc. | Bozeman | $304.1 million | Not listed | adviserinfo.sec.gov |
| Cladis Investment Advisory LLC | Billings | $242.6 million | Not listed | adviserinfo.sec.gov |
| Piedmont Capital Management, LLC | Whitefish | $231.8 million | Not listed | adviserinfo.sec.gov |
| DFC Preferred Advisors LLC | Bozeman | $228.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Montana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Willow Creek Capital Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.