RIA Intel›Advisers›Pennsylvania›COOL CREEK FINANCIAL, LLC

COOL CREEK FINANCIAL, LLC

Advisory

PA

Data as of Jul 20, 2026 · Source: SEC Form ADV

Rank in PA

#1,085

of 1,528 advisers by AUM

Average account

$165K

across 248 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$34M

Non-Discretionary AUM$6M

Discretionary %84.3%

Total Clients109

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, PA, SC, 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

109 clients

11 high-net-worth

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

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