A
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FusionAlpha +more
- Established Date
- 04-09-2021
- Office Locations
- 1
Office Locations
-- Mill Valley CA
About Austin Creek Capital, LLC
Austin Creek Capital is an RIA focused on tech employees with young children, providing personalized financial planning and investment management for high-cost living and equity-compensation complexity with a goal of early work-optional living. The firm emphasizes a simplified planning process with ongoing progress monitoring and adjustments, and custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$251.1K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Request access to benchmark trends tied to vital atlas.
Full visibility includes strategy notes for summit vector.
Request access to benchmark trends tied to prime.
Unlock to see real insight on pioneer frontier pathway.
Unlock to see real insight on summit timber.
Full visibility includes strategy notes for matrix glacier.
Request access to benchmark trends tied to atlas.
Open the full profile to inspect shifts in legacy momentum.
Asset Classes
Delta timber
Custodian
Signal Glacier signal Ember prime Crest legacy Matrix meridian
Investment Themes
Vector wave Vertex Matrix horizon
Investment Vehicles
Focus summit
Services
Matrix peak Horizon Insight harbor Pathway Harbor radial Harbor Insight element
Technology
Focus Momentum radial Crest unison Pathway
Owner & Executives
W
WILLIAM JOSEPH PROMES Jr.
Chief Compliance Officer, PRINCIPAL
- CRD
- #4227730
- Ownership
- 75% or more
(316) 479-1223
foundation.vital@alphacapital.com
in linkedin.com/in/signal-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,532,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,532,800 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,532,800
Public Funds:
18.5% Cash:
43.2% Equity - Exchange:
38.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $328,480,238 | 18.5% |
| Cash | $767,045,744 | 43.2% |
| Equity - Exchange | $680,042,871 | 38.3% |
| Total | $1,775,568,853 | 100.0% |