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Joseph John Docter

Investment adviser representative at Summit Creek Advisors
21 yearsExperience
2 statesRegistered in
CFADesignation
$650.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

21 years in the industry.

  1. Summit Creek AdvisorsJun 2005 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Summit Creek Advisors

Legal name: Summit Creek Advisors, LLC

$650.9MAssets managed
27Clients
3Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4352467
Firm CRD
135496
Advisor's SEC record (opens in a new tab)
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