W
$280.0M Total AUM
$232.0M Disc. AUM
-- 3Y CAGR
4 Employees
413 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-09-2025
- Office Locations
- 1
Office Locations
432 W Spruce St. STE 102 Missoula MT
About Willow Creek Capital Management, Inc.
Willow Creek Capital Management, Inc. is a Missoula-based RIA. The firm has been operating for 0 years. Managing $280.0M in total assets under management, with 4 advisory representatives. They custody assets with Raymond James.
Team overview
-- AVG AGE
$70.0M AVG AUM / ADVISOR
$678.0K AVG AUM / CLIENT
0.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SUSAN ANN ESTEP
Managing Partner, President
- CRD
- #1636058
- Ownership
- 50% but less than 75%
Available
Available
Available
DAVID ANTHONY WEBER
Chief Compliance Officer, Managing Partner, VICE PRESIDENT
- CRD
- #4723892
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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L
Lucas Lambros Duffy
--
- CRD
- #7997294
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,001,243 | $729,564 |
| Non-Discretionary | $48,029,192 | $425,037 |
| Total | $280,030,435 | $649,723 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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