Jackson Creek Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Jackson Creek Investment Advisors reports 21 clients. They include 20 high-net-worth individuals and 1 investment company. Of its assets, 100.0% ($349M across 57 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 95% | 14% |
| Investment companies | 5% | 61% |
| Charitable organizations | Fewer than 5 | 5% |
| State or municipal government entities | Fewer than 5 | 17% |
| 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 |
|---|---|---|---|---|
| High-net-worth individuals | 20 | $50.4M | 14.4% | $2.52M |
| Investment companies | 1 | $213M | 61.0% | $213M |
| Charitable organizations | Fewer than 5 | $16.6M | 4.7% | — |
| State or municipal government entities | Fewer than 5 | $58.7M | 16.8% | — |
| Corporations and other businesses | Fewer than 5 | $10.6M | 3.0% | — |
| Total | 21 | $349M | 100% | — |
- Clients
- 20
- Regulatory AUM
- $50.4M
- AUM share
- 14.4%
- Avg. per client
- $2.52M
- Clients
- 1
- Regulatory AUM
- $213M
- AUM share
- 61.0%
- Avg. per client
- $213M
- Clients
- Fewer than 5
- Regulatory AUM
- $16.6M
- AUM share
- 4.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $58.7M
- AUM share
- 16.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $10.6M
- AUM share
- 3.0%
- Avg. per client
- —
Total
- Clients
- 21
- Regulatory AUM
- $349M
- 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
- 26–50
Jackson Creek Investment Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Mark Jaeger owns 50% to 75% of Jackson Creek Investment Advisors. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Jackson Creek Investment Advisors LLC
Mark Jaeger
Control person · since April 2020
- Owns 50% to 75% of Jackson Creek Investment Advisors LLC
John Riddle
Control person · since April 2020
Jackson Creek Investment Advisors’ regulatory assets grew from $265M (July 2021) to $349M (March 2026); clients fell from 43 to 21 and employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $349M | 21 | 6 | 1 |
| Jun 2025June 2025 | $344M | 44 | 6 | 1 |
| Feb 2024February 2024 | $272M | 44 | 6 | 1 |
| Feb 2023February 2023 | $235M | 46 | 6 | 1 |
| Feb 2022February 2022 | $295M | 42 | 6 | 1 |
| Jul 2021July 2021 | $265M | 43 | 5 | 1 |
Besides its headquarters, Jackson Creek Investment Advisors has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 115 Wilcox Street, Suite 220, Castle RockHQ
Contact and registration details
- Legal name
- Jackson Creek Investment Advisors LLC
- Headquarters
- 115 Wilcox Street, Suite 220, Castle Rock, CO 80104
- Website
- jacksoncreekinvest.com
- Phone
- 720-826-4102
- SEC file
- 801-118808
- Structure
- Colorado LLC
- Fiscal year end
- December
Jackson Creek Investment Advisors’ named custodians for separately managed accounts are State Street Global Markets ($58.7M, 50%) and Charles Schwab ($57.7M, 50%). Jackson Creek Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $57.7M50%
- State Street Global MarketsState Street Global Markets, LLC · Boston, MA · $58.7M50%
At year end, Jackson Creek Investment Advisors’ separately managed accounts were mostly in stocks (98%). Its reported 13F holdings for the quarter ended 30 June 2026 total $302K across 312 positions; the largest are Virtu Financial Inc. CL A (0.7%), Enova Intl Inc. (0.7%) and Chefs Warehouse Inc. (0.7%).
What the accounts hold
- Stocks98%
- Cash2%
How many clients does Jackson Creek Investment Advisors have?
Jackson Creek Investment Advisors has 21 clients and manages $349 million for them, as of March 2026. They include 20 high-net-worth individuals and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Jackson Creek Investment Advisors offer?
Jackson Creek Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Jackson Creek Investment Advisors use?
Jackson Creek Investment Advisors’ separately managed account assets are held at State Street Global Markets, LLC (Boston, MA), with $58.7M and Charles Schwab & Co., Inc. (San Francisco, CA), with $57.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Jackson Creek Investment Advisors have?
Jackson Creek Investment Advisors has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 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 Jackson Creek Investment Advisors invest in?
At the end of its last fiscal year, Jackson Creek Investment Advisors’ separately managed accounts held 98% exchange-traded equities and 2% 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 Jackson Creek Investment Advisors?
Jackson Creek Investment Advisors’ direct owners are Mark Jaeger (50% to 75%) and John Riddle (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Jackson Creek Investment Advisors get paid?
Jackson Creek Investment Advisors 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 Jackson Creek Investment Advisors?
Jackson Creek Investment Advisors’ main office is at 115 Wilcox Street, Suite 220, Castle Rock, CO 80104. Its phone number is 720-826-4102. Its website is jacksoncreekinvest.com.