CRD: 107426
Cherry Creek Investment Advisors INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus unisonRadial value
- Established Date
- 10-06-1994
- Office Locations
- 2
Office Locations
About Cherry Creek Investment Advisors INC
Cherry Creek Investment Advisors, Inc. is an Englewood, CO money manager focused on helping individuals build and preserve wealth, with a client base largely planning for or already in retirement. The firm also supports employers with 401(k) and pension plan management, and incorporates tax-aware strategies to help protect assets. Public filings indicate portfolios are largely ETF-based and custody includes Charles Schwab.
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Owner & Executives
SEAN DAVID CASTLE MR.
Chief Compliance Officer, EVP, Investment Advisor
- CRD
- #2331979
- Ownership
- 50% but less than 75%
PATRICIA ANNE MCNAMARA
President
- CRD
- #1625543
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $351,940,264 | $440,476 |
| Non-Discretionary | $0 | -- |
| Total | $351,940,264 | $440,476 |
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Separately Managed Accounts
Total SMA Asset: $351,940,264
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,206,736,469 | 56.1% |
| Public Funds | $645,313,620 | 30.0% |
| Cash | $298,995,311 | 13.9% |
| Total | $2,151,045,400 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST MERIDIAN ALPHA | RIDGE FOCUS | 71NLOFR81 | TXIM | 2.20% | $35,081,104 |
| UNISON CATALYST VITAL | HARBOR PEAK | LFNHNW16C | UKPMZ | 7.91% | $116,410,540 |
| SUMMIT RIDGE SUMMIT | INSIGHT ELEMENT | 9H5QVOLS3 | DUFWN | 2.21% | $26,018,037 |
| NORTH QUANTUM MOMENTUM | BRIDGE TIMBER | 8CZVNJZX7 | LMDJY | 4.15% | $107,746,447 |
| MATRIX CREST | CAPITAL QUANTUM | 89MWRSG7A | TVHBL | 3.09% | $104,846,036 |
| VECTOR VALUE PATHWAY | EMBER HORIZON | G9VT9LUK0 | MQEKG | 1.31% | $111,413,427 |
| VECTOR ZENITH | FRONTIER EMBER | 4FOAVYRY7 | CMVZD | 12.57% | $68,586,894 |
| CREST PRIME | BEACON PRIME | 5HC4SIQA8 | GMS | 4.18% | $110,832,076 |