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Noisy Creek Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,946,257
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$3,157,710
About
Noisy Creek Capital provides discretionary portfolio management and investment advice to individuals, high‑net‑worth individuals, trusts, and estates. Services include customized investment portfolios using a range of securities — equities, mutual funds, ETFs, bonds, and cash instruments — with ongoing monitoring and the option for clients to impose written investment restrictions.
The firm combines fundamental, technical, and cyclical analysis and generally pursues a long‑term investment orientation while periodically executing shorter‑term trades when warranted by market conditions or client objectives. Accounts are managed on a discretionary basis with continuous monitoring and at least quarterly reviews to assess performance and changes in client circumstances.
Distinctive features include the firm’s use of performance‑based fee arrangements for qualified clients — an uncommon practice among independent advisers — and explicit procedures to address the conflicts and side‑by‑side management issues those arrangements can create. The adviser operates with a very small client base and is led by an individual whose prior career experience is in engineering, management consulting, and software companies, a background that is not typical for similarly sized advisory firms.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
up to 1.00% annually (negotiable, max 1.00%)
Base fee of 1% of assets under management plus 10% incentive fee on calendar year appreciation exceeding 10% (adjusted for additions/withdrawals) for qualified clients with at least $1.1 million AUM or net worth over $2.2 million excluding primary residence.
Account minimum: $1.1 million for performance-based fee clients as "qualified clients"; no specific minimum stated for standard asset-based fee clients Fee-only: Maximum annual fee up to 1.00% of assets under management, payable quarterly in advance (0.25% per quarter), negotiable depending on assets and complexity.
Main office location
Noisy Creek Capital
Bigfork MT, United States
Number of offices
2
Most active in
Noisy Creek Capital has reported serving >5 clients in these states in the last 12 months.
Montana
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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