RIA IntelAdvisersColoradoCANYON CREEK INVESTMENT ADVISORS, LTD.

CANYON CREEK INVESTMENT ADVISORS, LTD.

Advisory

CO

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in CO
#642
of 720 advisers by AUM
Average account
$464K
across 118 accounts
AUM per adviser
$27M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$55M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients72
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

P.A. SCHOPEN & ASSOCIATES, LLC
GOLDEN, CO
$55M
UNIFY WEALTH MANAGEMENT, LLC
FORT COLLINS, CO
$55M
BERENZ WEALTH MANAGEMENT, LLC
LITTLETON, CO
$54M
SUNDERMANN CAPITAL MANAGEMENT LLC
GREENWOOD VILLAGE, CO
$55M
+2.0% 1Y
MOWATT FINANCIAL INC
ENGLEWOOD, CO
$54M
+6.7% 1Y
SUGDEN WEALTH MANAGEMENT, LLC
DENVER, CO
$54M

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