Creekside Partners Financial Advisers provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, education planning, estate planning, insurance, and philanthropic planning. Financial planning was provided to 11–25 clients last fiscal year.
Creekside Partners Financial Advisers reports 274 clients. They include 147 high-net-worth individuals and 127 individual clients. Of its assets, 100.0% ($553M across 819 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 9% |
| High-net-worth individuals | 54% | 86% |
| Pension and profit-sharing plans | Fewer than 5 | 3% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 127 | $47.3M | 8.6% | $373K |
| High-net-worth individuals | 147 | $476M | 86.0% | $3.24M |
| Pension and profit-sharing plans | Fewer than 5 | $15M | 2.7% | — |
| Charitable organizations | Fewer than 5 | $524K | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $14.4M | 2.6% | — |
| Total | 274 | $553M | 100% | — |
- Clients
- 127
- Regulatory AUM
- $47.3M
- AUM share
- 8.6%
- Avg. per client
- $373K
- Clients
- 147
- Regulatory AUM
- $476M
- AUM share
- 86.0%
- Avg. per client
- $3.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $15M
- AUM share
- 2.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $524K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $14.4M
- AUM share
- 2.6%
- Avg. per client
- —
Total
- Clients
- 274
- Regulatory AUM
- $553M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Creekside Partners Financial Advisers charges 0.50%–0.75% for its Investment management services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$2M | 0.75% |
| $2M–$5M | 0.60% |
| $5M and above | 0.50% |
Fee details and sources
Andrew Hempeck owns 50% to 75% of Creekside Partners Financial Advisers. Andrew Hempeck is CEO; the leadership team includes Chief Compliance Officer Teresa Coleman. It has 2 employees.
Leadership
- Andrew HempeckPrincipal, Chief Executive Officer, Chief Investment Advisor
- Teresa ColemanPrincipal, Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Teresa A Coleman
- Andrew Shayne Hempeck
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Creekside Partners Financial Advisers LLC
Andrew Hempeck
Control person · since August 2007
- Owns 25% to 50% of Creekside Partners Financial Advisers LLC
Teresa Coleman
Control person · since December 2014
Creekside Partners Financial Advisers’ regulatory assets grew from $470M (March 2021) to $553M (March 2026); clients rose from 257 to 274 and employees fell from 3 to 2. In 2015, Wiiken & Gorman joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $553M | 274 | 2 | 1 |
| March 2025 | $505M | 279 | 2 | 1 |
| March 2024 | $466M | 273 | 2 | 1 |
| March 2023 | $428M | 250 | 2 | 1 |
| June 2022 | $506M | 257 | 2 | 1 |
| March 2021 | $470M | 257 | 3 | 2 |
Firms that joined
20151 joined
- Wiiken & GormanNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Creekside Partners Financial Advisers has 0 offices, with 1 listed address in California.
California · 1 listed address
- 775 Baywood Drive, Suite 306, PetalumaHQ
Contact and registration details
- Legal name
- Creekside Partners Financial Advisers LLC
- Headquarters
- 775 Baywood Drive, Suite 306, Petaluma, CA 94954
- Website
- creeksidepartners.com
- Phone
- 707-769-7820
- SEC file
- 801-68879
- Structure
- California LLC
- Fiscal year end
- December
Creekside Partners Financial Advisers uses Charles Schwab ($522M) as custodian for its separately managed accounts. Creekside Partners Financial Advisers has custody of $170M in client assets for 136 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $522M100%
At year end, Creekside Partners Financial Advisers’ separately managed accounts were mostly in funds (58%) and bonds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $276M across 193 positions; the largest are Schwab Strategic TR (5.3%), Schwab Strategic TR (4.2%) and Apple Inc. (3.8%).
What the accounts hold
- Stocks11%
- Exchange-traded equities10%
- Non-exchange-traded equities1%
- Funds58%
- Bonds29%
- U.S. government and agency bonds22%
- State and local bonds7%
- Cash3%
Reported 13F holdings
- $276M
- Reported 13F value
- 193
- Positions
- 34.1%
- In the 10 largest
- +13.7%
- Value vs. prior quarter
- Schwab Strategic TR · Intl Eqty ETF5.3%
- Schwab Strategic TR · US Sml Cap ETF4.2%
- Apple Inc.3.8%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt3.5%
- Schwab Strategic TR · US Brd Mkt ETF3.3%
- Vanguard Index Fds · Mid Cap ETF3.2%
- Vanguard Index Fds · Small CP ETF3.1%
- Vanguard Specialized Funds · Div App ETF2.7%
- Vanguard Index Fds · SM CP Val ETF2.6%
- Schwab Strategic TR · US Mid-cap ETF2.4%
Together, the ten largest are 34.1% of reported value.
How many clients does Creekside Partners Financial Advisers have?
Creekside Partners Financial Advisers has 274 clients and manages $553 million for them, as of March 2026. They include 147 high-net-worth individuals and 127 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Creekside Partners Financial Advisers offer?
Creekside Partners Financial Advisers provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, education planning, estate planning, insurance, and philanthropic 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 Creekside Partners Financial Advisers charge?
Creekside Partners Financial Advisers charges 0.50%–0.75% for its Investment management services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: CREEKSIDE PARTNERS FORM ADV PART 2A BROCHURE - MARCH 2026, filed 12 March 2026
Which custodians does Creekside Partners Financial Advisers use?
Creekside Partners Financial Advisers’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $522M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Creekside Partners Financial Advisers have?
Creekside Partners Financial Advisers has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Creekside Partners Financial Advisers invest in?
At the end of its last fiscal year, Creekside Partners Financial Advisers’ separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 22% U.S. government and agency bonds, 10% exchange-traded equities, 7% state and local bonds, 3% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Creekside Partners Financial Advisers?
Creekside Partners Financial Advisers’ direct owners are Andrew Hempeck (50% to 75%) and Teresa Coleman (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Creekside Partners Financial Advisers get paid?
Creekside Partners Financial Advisers is paid through a percentage of assets under management and fixed fees. 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 Creekside Partners Financial Advisers?
Creekside Partners Financial Advisers’ main office is at 775 Baywood Drive, Suite 306, Petaluma, CA 94954. Its phone number is 707-769-7820. Its website is creeksidepartners.com.