Cherry Creek Investment Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, and estate planning. Financial planning was provided to 251–500 clients last fiscal year.
Cherry Creek Investment Advisors reports 382 clients. They include 288 individual clients, 93 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($352M across 799 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 13% |
| High-net-worth individuals | 24% | 87% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 288 | $46.8M | 13.3% | $163K |
| High-net-worth individuals | 93 | $305M | 86.6% | $3.28M |
| Pension and profit-sharing plans | Fewer than 5 | $400K | 0.1% | $400K |
| Total | 382 | $352M | 100% | — |
- Clients
- 288
- Regulatory AUM
- $46.8M
- AUM share
- 13.3%
- Avg. per client
- $163K
- Clients
- 93
- Regulatory AUM
- $305M
- AUM share
- 86.6%
- Avg. per client
- $3.28M
- Clients
- Fewer than 5
- Regulatory AUM
- $400K
- AUM share
- 0.1%
- Avg. per client
- $400K
Total
- Clients
- 382
- Regulatory AUM
- $352M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Cherry Creek Investment Advisors charges 0.75%–1.50% a year for its Full-service asset management. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Estate planning
- A full estate plan is $1,500. Wills are $250 and powers of attorney are $100. Generally deducted from client accounts quarterly over four quarters.
Sean Castle owns 50% to 75% of Cherry Creek Investment Advisors. The leadership team of Cherry Creek Investment Advisors includes President Patricia McNamara and Chief Compliance Officer Sean Castle. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- 2 soliciting firms
- Owns 50% to 75% of Cherry Creek Investment Advisors Inc
Sean Castle
Control person · since September 1994
- Owns 50% to 75% of Cherry Creek Investment Advisors Inc
Patricia McNamara
Control person · since September 1994
Cherry Creek Investment Advisors’ regulatory assets grew 1.7× from $204M (March 2021) to $352M (May 2026); clients rose from 235 to 382 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $352M | 382 | 3 | 2 |
| Mar 2025March 2025 | $309M | 351 | 3 | 2 |
| Mar 2024March 2024 | $245M | 254 | 3 | 2 |
| Jun 2023June 2023 | $203M | 260 | 3 | 1 |
| Jan 2022January 2022 | $237M | 250 | 2 | 1 |
| Mar 2021March 2021 | $204M | 235 | 2 | 1 |
Besides its headquarters, Cherry Creek Investment Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Colorado · 1 listed address
- 68 Inverness Lane East #206, EnglewoodHQ
Contact and registration details
- Legal name
- Cherry Creek Investment Advisors Inc
- Headquarters
- 68 Inverness Lane East #206, Englewood, CO 80112
- Phone
- 303-320-5774
- SEC file
- 801-47547
- Founded
- 1994
- Structure
- Colorado corporation
- Fiscal year end
- December
Cherry Creek Investment Advisors’ named custodian for separately managed accounts is Charles Schwab ($342M). Cherry Creek Investment Advisors has custody of $158M for 112 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $342M100%
At year end, Cherry Creek Investment Advisors’ separately managed accounts were mostly in stocks (50%) and funds (46%). Its reported 13F holdings for the quarter ended 30 June 2026 total $254M across 128 positions; the largest are Invesco Actively Managed Exc (6.2%), First TR Exchange Traded FD (6.2%) and Nvidia Corporation (6.1%).
What the accounts hold
- Stocks50%
- Funds46%
- Cash4%
How many clients does Cherry Creek Investment Advisors have?
Cherry Creek Investment Advisors has 382 clients and manages $352 million for them, as of May 2026. They include 288 individual clients, 93 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 May 2026
What services does Cherry Creek Investment Advisors offer?
Cherry Creek Investment Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, and estate planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Cherry Creek Investment Advisors charge?
Cherry Creek Investment Advisors charges 0.75%–1.50% a year for its Full-service asset management. The fee is billed in advance.
Source: CHERRY CREEK INVESTMENT ADVISORS, INC. FIRM BROCHURE, filed 28 May 2026
Which custodians does Cherry Creek Investment Advisors use?
Cherry Creek Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $342M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 May 2026
How many financial advisors does Cherry Creek Investment Advisors have?
Cherry Creek Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cherry Creek Investment Advisors invest in?
At the end of its last fiscal year, Cherry Creek Investment Advisors’ separately managed accounts held 50% exchange-traded equities, 46% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cherry Creek Investment Advisors?
Cherry Creek Investment Advisors’ direct owners are Sean Castle (50% to 75%) and Patricia McNamara (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 May 2026
How does Cherry Creek Investment Advisors get paid?
Cherry Creek Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cherry Creek Investment Advisors?
Cherry Creek Investment Advisors’ main office is at 68 Inverness Lane East #206, Englewood, CO 80112. Its phone number is 303-320-5774. Its website is cherrycreekinvestmentadvisors.com.