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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-14-2023
- Office Locations
- 1
Office Locations
About Acorn Creek Capital LLC
Acorn Creek Capital is a Fort Collins, CO-based RIA providing fiduciary wealth management for multi-generational families. Services include financial planning, investment management, retirement and education funding, succession planning, insurance consulting, tax-aware and philanthropic planning, and coordination with clients' other advisors. Portfolios are frequently implemented using ETFs; custodies with Fidelity/NFS. Featured in Forbes' Best-in-State Wealth Advisors rankings (SHOOK Research).
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
BEN LOEFFLER
Chief Compliance Officer, Chief Executive Officer, FOUNDER, MANAGING DIRECTOR, President
- CRD
- #5185200
- Ownership
- 75% or more
Sierra Mae Merrick
Chief Compliance Officer, Client Associate
- CRD
- #7936653
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ASHLIE REINE BOSTICK
--
- CRD
- #7046380
Vincent Angus Hourigan
Relationship Manager
- CRD
- #7936654
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,477,116 | $236,987 |
| Non-Discretionary | $10,213,603 | $189,141 |
| Total | $488,690,719 | $235,741 |
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Separately Managed Accounts
Total SMA Asset: $488,690,719
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,661,789,491 | 32.0% |
| Public Funds | $1,734,492,781 | 33.4% |
| Cash | $716,646,718 | 13.8% |
| Municipal Bonds | $1,080,163,170 | 20.8% |
| Total | $5,193,092,160 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE OAK | LEGACY RADIAL | VSEGE6XXV | EOPU | 7.84% | $57,128,878 |
| UNISON ALPHA CREST | PRIME FRONTIER | 1OIRMJMHN | IINZZ | 6.04% | $53,652,147 |
| ZENITH DELTA | RIDGE CREST | EX6BN7KOP | IJWV | 11.92% | $19,616,131 |
| CREST RIDGE VERTEX | GLACIER ATLAS | NA36AN986 | ALWJ | 3.29% | $11,222,573 |
| OPTIMA PEAK | TIMBER TIMBER | XD6AS6O27 | XAAV | 11.38% | $115,831,856 |
| VALUE MATRIX | PEAK CATALYST | B3TMHG2AG | IBC | 2.87% | $55,616,138 |
| PIONEER LEGACY OAK | CATALYST UNISON | 17HBR5VKK | OFIZ | 6.25% | $54,131,588 |
| VERTEX FOUNDATION | VITAL FOUNDATION | WNEWOU9SK | YNL | 1.11% | $71,772,820 |