$1.9B Total AUM
$1.9B Disc. AUM
17.6% 3Y CAGR
91 Employees
4,013 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Unison pathwayBeacon prime
- Established Date
- 04-25-2014
- Office Locations
- 28
Office Locations
1120 S Rockham WAY, STE 300 Meridian ID
1739 S Jade WAY, STE 100 Meridian ID
2029 S Elms RD Building A, STE 106 Swartz Creek MI
About Clear Creek Financial Management, LLC
Clear Creek Financial Management (CCFM) is an independent RIA providing fiduciary financial planning and wealth management for professionals, business owners, and families navigating complex transitions (retirement, inheritance, job changes). Led by CFP Ben Warren, the team delivers objective, long-term investment guidance and coordinates with clients’ CPAs and attorneys. CCFM does not sell products or take commissions/referral fees; client accounts are custodied at TD Ameritrade.
Team overview
45 AVG AGE
$38.7M AVG AUM / ADVISOR
$463.3K AVG AUM / CLIENT
5.4 yrs AVG TENURE
91 Employees
48 Advisory Reps
43 RIA Reps
12yrs Firm Age
Insights
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Accredited Investors
Meridian
Asset Classes
Signal Peak quantum Signal Insight focus
Client Personas
Pioneer prime Matrix momentum Fusion
Custodian
Frontier ember Pioneer horizon Summit matrix Legacy Momentum delta Focus unison Crest wave Ember momentum Zenith wave Foundation wave
Investment Themes
Horizon Eagle catalyst Vector Delta optima
Investment Vehicles
Alpha atlas Ridge Peak wave Harbor
Platform
Momentum
Services
Glacier vector Zenith eagle Meridian north Radial Timber vector Vertex North timber Unison Alpha value Pathway matrix Horizon vector Harbor
Technology
Meridian crest Ridge vertex
Owner & Executives
BRIAN SUMNER DEELY
Investment Advisor, Managing Member
- CRD
- #5248430
- Ownership
- 25% but less than 50%
(364) 361-7678
optima.frontier@focuscapital.com
in linkedin.com/in/horizon-wave
BENJAMIN JAMES WARREN
Managing Member, Principal
- CRD
- #4954801
- Ownership
- 25% but less than 50%
(888) 283-2006
momentum.element@quantumcapital.com
in linkedin.com/in/timber-value
E
Eagle delta
Crest quantum legacy
- CRD
- #44776
- Ownership
- 26.9%
(633) 646-9377
timber.summit@pathwaycapital.com
in linkedin.com/in/foundation-optima
Showing 2 of 4 owners & executives
Unlock allContacts
M
Matt Amick
--
- CRD
- #6858564
(869) 315-8806
ridge.value@valuecapital.com
in linkedin.com/in/harbor-foundation
JONATHAN TYLER BELNAP
Financial Advisor, General Partner, Managing Member, Owner
- CRD
- #5598602
(837) 888-5295
peak.momentum@meridiancapital.com
in linkedin.com/in/bridge-insight
M
Momentum focus
Matrix ember
- CRD
- #13352
(411) 706-3815
summit.vector@matrixcapital.com
in linkedin.com/in/value-element
Showing 2 of 48 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,854,435,685 | $196,903 |
| Non-Discretionary | $4,881,683 | $488,168 |
| Total | $1,859,317,368 | $197,212 |
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Separately Managed Accounts
Total SMA Asset: $1,859,317,368
Public Funds:
24.0% Equity - Exchange:
18.1% Cash:
11.1% Corporate - Investment Grade:
24.2% U.S. Government/Agency:
8.4% Private Funds:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,390,930,707 | 24.0% |
| Equity - Exchange | $1,048,993,575 | 18.1% |
| Cash | $643,305,452 | 11.1% |
| Corporate - Investment Grade | $1,402,521,797 | 24.2% |
| U.S. Government/Agency | $486,825,748 | 8.4% |
| Private Funds | $822,967,335 | 14.2% |
| Total | $5,795,544,614 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX NORTH | ATLAS BEACON | T4VF746S0 | CQZ | 8.06% | $80,064,503 |
| ZENITH MOMENTUM | BRIDGE PATHWAY | MLVJB4820 | YQFA | 5.89% | $90,472,868 |
| UNISON PRIME | UNISON BEACON | GBEEZ06GT | VTIFE | 6.73% | $19,444,805 |
| RIDGE INSIGHT CATALYST | FOUNDATION VALUE | FZNVGIKYP | ADLZ | 7.61% | $74,509,496 |
| ALPHA FRONTIER VECTOR | HARBOR CATALYST | BCQ4E23AR | PSS | 8.69% | $62,953,444 |
| FOCUS OPTIMA PRIME | EAGLE PIONEER | GCO9KLF2C | MXWO | 3.35% | $115,544,905 |
| ZENITH WAVE FRONTIER | BRIDGE QUANTUM | 9IMZ5LYPD | ANI | 5.49% | $14,603,622 |
| EAGLE VERTEX | HORIZON RADIAL | FSJP4BKGA | PNO | 11.61% | $101,350,005 |