SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Summit Creek Advisors
Minneapolis, MN
Summit Creek Advisors, LLC, CRD 135496
Firm filing updated March 25, 2026 ·
- $650.9MAssets
- 4Advisory staff
- 34Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals12
- State or municipal government entities (including government pension plans)7
- Individuals6
- Pooled vehicles2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 6 | $1.4 million |
| High net worth individuals | 12 | $32.4 million |
| Banking or thrift institutions | Fewer than 5 clients | $78.6 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $17.7 million |
| Charitable organizations | Fewer than 5 clients | $6.6 million |
| State or municipal government entities (including government pension plans) | 7 | $424.9 million |
| Other investment advisors | Fewer than 5 clients | $28.0 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $61.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$650.9 million
- Accounts34
- DiscretionaryAll accounts
People
- Employees7
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Summit Creek Advisors, LLC SEC-registered investment advisor. CRD 135496, SEC file 801-70380.
- Registered with the SEC as an investment advisor (status date on record: August 11, 2009).
Is Summit Creek Advisors a fiduciary?
Short answer: Summit Creek Advisors is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.