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Clear Creek Advisors

Updated today

Client assets under management

$722,477,179

Clients

483

20% high-net worth

Advisors

9

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

54

Typical

Average account size

$1,495,812

About

Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and business entities. The firm serves both retail and high‑net‑worth clients and typically implements programs through model portfolios managed by third‑party subadvisors.

CCA generally recommends model portfolios offered by unaffiliated subadvisors or a designated co‑advisor and retains authority to select, replace, or change those managers while remaining the primary client contact. Clients are provided the subadvisor or co‑advisor disclosure brochure and should expect model portfolios to follow preset allocations rather than individualized security‑level tailoring, which can limit the ability to impose specific investment restrictions.

Noteworthy aspects disclosed in the brochure include a co‑advisory relationship with Advisory Alpha, LLC in which the co‑advisor’s owner holds an indirect minority interest in the firm, a structure the firm identifies as creating potential conflicts related to advisory fee splits and recommendations. The firm also discloses the use of hypothetical performance in materials for model portfolios and maintains an affiliated insurance brokerage; a partner is licensed to sell life and health insurance and spends roughly 15% of his time on insurance activities, meaning clients may be offered commissionable insurance products in addition to advisory services.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Active portfolio management

Fee options

Percentage

Up to 1.50% annually

Main office location

Clear Creek Advisors

7900 E Union Ave, Suite 150

Denver CO 80237, United States

Number of offices

1

Most active in

Colorado · Florida · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Niall D

Series 66

Denver, CO

Clear Creek Advisors

Niall Durst is a financial advisor at Clear Creek Advisors in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Clear Creek Advisors, he worked at Equitable Advisors, LLC and held various roles in the food and beverage industry. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Wealth management Passive / index investing Active portfolio management
user avatar

Eric F

Series 63, Series 65

Denver, CO

Clear Creek Advisors

Eric Freehling is a financial advisor at Clear Creek Advisors in Denver, CO, with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Clear Creek Advisors since 2017. Prior to that, he held roles at Uber, Paradigm Group, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory work, he owns a jewelry sales and repair business and assists with tax preparation through a separate consulting activity. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Wealth management Passive / index investing Active portfolio management
user avatar

Scott H

Series 66

Denver, CO

Clear Creek Advisors

Scott Holloway is a financial advisor at Clear Creek Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Lexco Corporation and Cambridge Investment Research prior to joining Clear Creek Advisors. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Wealth management Passive / index investing Active portfolio management
user avatar

Robert K

Series 65

Denver, CO

Clear Creek Advisors

Robert Klaess is a financial advisor with Clear Creek Advisors in Denver, CO, holding a Series 65 license and 10 years of industry experience. He previously worked at Paradigm Group from 2009 to 2017 before joining Clear Creek Advisors. Klaess is also a licensed insurance agent and spends a significant portion of his time on insurance-related activities. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing investment programs through model portfolios managed by third-party subadvisors.

Wealth management Passive / index investing Active portfolio management
user avatar

Adam M

Series 65

Denver, CO

Clear Creek Advisors

Adam Miculka is a financial advisor with Clear Creek Advisors in Denver, CO, holding a Series 65 designation and two years of industry experience. Prior to joining Clear Creek Advisors in 2021, he served in the US Marine Corps from 2014 to 2016 and attended the University of Colorado Boulder. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities, serving both retail and high-net-worth clients through model portfolios managed by third-party subadvisors.

Wealth management Passive / index investing Active portfolio management
user avatar

Chapin S

Series 63, Series 66

Denver, CO

Clear Creek Advisors

Chapin Schott is a financial advisor at Clear Creek Advisors in Denver, CO, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Clear Creek Advisors, Schott worked at Charles Schwab & Co., Inc. and Tier One Wealth Management. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities, serving both retail and high-net-worth clients primarily through model portfolios managed by third-party subadvisors.

Wealth management Passive / index investing Active portfolio management
user avatar

William B

Series 66

Denver, CO

Clear Creek Advisors

William Brossman is a financial advisor at Clear Creek Advisors in Denver, CO, with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Catalyst Retirement Advisors and Kestra Investment Services. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Wealth management Passive / index investing Active portfolio management
user avatar

Erik K

Series 65

Denver, CO

Clear Creek Advisors

Erik Krom is a financial advisor at Clear Creek Advisors in Denver, CO, with 13 years of industry experience. He holds a Series 65 designation and has worked at Clear Creek Advisors since 2017, following prior roles at Tfo Tdc, LLC and Paradigm Group. Outside of his advisory role, Krom is the president of Elk Advising, a CEO consulting firm he founded in 2023. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Wealth management Passive / index investing Active portfolio management
user avatar

Chase R

Series 66

Denver, CO

Clear Creek Advisors

Chase Rojas is a financial advisor at Clear Creek Advisors in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior work includes roles at PowerPoints LLC and Bank of America, N.A., as well as Merrill and Merrill Lynch. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Wealth management Passive / index investing Active portfolio management
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