Cherry Creek Investment Advisors Inc

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Client assets under management

$351,540,264

Clients

381

24% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

191

Very High

Average account size

$922,678

About

Cherry Creek Investment Advisors provides discretionary investment management and related financial planning services to individuals (including high‑net‑worth clients), corporate retirement plans, charities and other institutions, managing about $352 million across roughly 380 client accounts. The firm’s service set includes portfolio management, retirement and education planning, estate‑planning consultation, and management of held‑away retirement assets through a third‑party platform.

The firm describes an investment approach built on individually tailored portfolios rather than cookie‑cutter models, relying heavily on internal research supplemented by outside research and favoring longer holding periods with generally low turnover. It makes use of institutional custody and trading services, risk‑analysis technology, and custodial platform access to monitor and rebalance accounts.

Uncommonly for firms in this category, the brochure discloses that the firm compensates individuals and lead‑generation entities for referrals and uses paid referral/endorsement arrangements in its advertising, with disclosure provided to clients at engagement. The brochure also discloses a 2023 regulatory finding and fine related to an adviser providing advice without state registration and notes operational features that may affect custody (standing letters of authorization and held‑away account access) that prospective clients should consider.

Client services

Financial planning Portfolio management

Expertise

General retirement planning

Fee options

Percentage

$0 - $100,000: 1.50% annually $100,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually

Other

Fee-only: Annual management fees based on tiered schedule from 1.50% down to 0.50% for assets over $10 million; fees negotiable.

Main office location

Cherry Creek Investment Advisors Inc

68 Inverness Lane East #206

Englewood CO 80112, United States

Number of offices

Most active in

California · Colorado · Florida · Nebraska · Texas

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 303-320-5774

Advisors at this firm

Sean C

Series 63

Englewood, CO

Cherry Creek Investment Advisors Inc

Sean Castle is a financial advisor with Cherry Creek Investment Advisors Inc in Englewood, CO, holding a Series 63 designation and 27 years of industry experience. He has been with Cherry Creek Investment Advisors since 1995. Outside of advising, Mr. Castle is a published author and is involved in horse breeding and racing through partial ownership in related LLCs. Cherry Creek Investment Advisors provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as corporate pension plans and foundations. The firm emphasizes customized portfolios based on internal and external research, generally favoring longer holding periods with occasional active management tailored to client objectives and risk tolerance.

General retirement planning

Patricia M

Series 63

Morriston, FL

Cherry Creek Investment Advisors Inc

Patricia Mcnamara is a financial advisor with Cherry Creek Investment Advisors Inc, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Cherry Creek Investment Advisors since 1995. Outside of her advisory role, she owns Banksville Farm, LLC, where she trains and sells show jumpers. Cherry Creek Investment Advisors provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes customized portfolios based on internal and external research, favoring longer holding periods with selective active management.

General retirement planning

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