Rock Creek Advisors LLC

Rock Creek Advisors provides discretionary investment management primarily to a state‑chartered corporate fiduciary, First Trust Company, LLC, administering trust and agency accounts, and also offers separately managed accounts to individual clients. The firm reports roughly $54 million in discretionary assets under management concentrated in a very small number of trust and SMA relationships.

The firm constructs mixed‑asset model portfolios focused on capital appreciation, current income, and preservation of capital, using charting, fundamental and technical analysis alongside mutual funds, ETFs and individual equities. Portfolios place emphasis on large‑cap, dividend‑paying stocks for equity exposure, seek modest turnover and diversification, and may employ margin, option writing and other implementation tools within delegated discretionary authority.

Rock Creek’s organizational structure is notable for its affiliation and common control with a non‑depository, state‑chartered trust company, a relationship that is uncommon among comparable advisers and creates a trust‑centric operating model. The firm is small and closely staffed, with senior investment leadership carrying extensive fixed‑income experience, and it does not hold custody of client assets, relying on unaffiliated custodians.