S
CRD: 319437
Split Creek LLC DBA Split Creek Capital LLC
$127.7M Total AUM
$63.0M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-24-2022
- Office Locations
- 1
Office Locations
-- Charlottesville VA
About Split Creek LLC DBA Split Creek Capital LLC
Split Creek Capital is a Charlottesville, VA-based RIA providing customized financial planning and personalized asset management, including portfolio optimization beyond off-the-shelf ETFs/mutual funds and allocations to alternative investments. The firm focuses on aligning risk, return, and taxes with each client’s plan and preferences, with a transparent, best-interest approach. Custodies with Charles Schwab.
Team overview
-- AVG AGE
$127.7M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
David Berend van Roijen
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5525491
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,012,343 | $700,137 |
| Non-Discretionary | $64,689,589 | $9,241,370 |
| Total | $127,701,932 | $1,316,515 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Private Funds:
Available U.S. Government/Agency:
Available Public Funds:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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