E
Echo Creek Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,000,000
Total clients
32
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$687,500
About
Echo Creek Capital, LLC provides discretionary and non-discretionary investment management to individuals and institutions through separately managed accounts, overseeing roughly $22 million in discretionary assets across about 32 client accounts. Services focus on customized portfolio management and ongoing account review, with advisory compensation typically billed as a percentage of assets under management.
The firm employs both fundamental and technical analysis to construct and monitor portfolios and may use options and other derivatives as part of its investment strategies; it also discloses that borrowing (margin) can be used within separately managed accounts and describes the attendant risks. Echo Creek offers performance-based fee arrangements—calculated as a share of net capital appreciation for qualified clients—and manages those accounts alongside asset‑based fee accounts under policies intended to mitigate allocation conflicts.
What is distinctive for a firm of this size is the combination of performance-based fees, the explicit use of borrowing in SMAs, and active use of derivatives, all of which are statistically uncommon among independent advisers. The firm documents specific disclosures and supervisory procedures, including periodic trade‑allocation reviews, and its principal brings over 30 years of broker‑dealer experience to the trading and execution process.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $100,000: 2.00% annually Greater than $100,000 - $250,000: 1.75% annually Greater than $250,000 - $500,000: 1.50% annually Greater than $500,000 - $750,000: 1.25% annually Greater than $750,000 - $2,000,000: 1.00% annually Greater than $2,000,000+: 0.75% annually
20% of net capital appreciation annually for qualified clients
Account minimum: $50,000
Main office location
Echo Creek Capital, LLC
Rockville MD, United States
Number of offices
1
Most active in
Echo Creek Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")