RIA Intel›Advisers›Texas›CHALK CREEK PARTNERS, LLC

CHALK CREEK PARTNERS, LLC

Advisory

TX

Data as of Jan 4, 2026 · Source: SEC Form ADV

Rank in TX

#1,996

of 2,813 advisers by AUM

Average account

$1M

across 29 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 4, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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