CHERRY CREEK INVESTMENT ADVISORS INC
SEC RegisteredOne Team for Every Part of Your Financial Life
About the firm
Cherry Creek Investment Advisors has been working with individuals, families, and business owners since 1995. The firm brings together portfolio management, retirement planning, tax and estate planning, and risk management under one coordinated team, operating as fiduciaries with transparent fees and no hidden agendas.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, retirement strategies, estate and tax planning, risk management, education planning, and multi-generational planning, all coordinated by one team rather than referred to separate professionals.
Who they serve
Individuals, families, and business owners across all stages of life, including younger clients and growing families, small business owners, pre-retirees and retirees, and widows or individuals in financial transition.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 288 | $47M |
| High Net Worth Individuals | 93 | $305M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $400k |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 & under | 1.50% |
| $100,001-500,000 | 1.25% |
| $500,001-$1,000,000 | 1.00% |
| $1,000,001+ | 0.75% |
| Above $10,000,000 | 0.50% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHERRY CREEK INVESTMENT ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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