Brett Ashley Longoria
Investment adviser representative at Capital Creek Partners
15 yearsExperience
1 stateRegistered in
$1.5BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Capital Creek Partners, LLCFeb 2019 to now
- Avalon Wealth Management LLCJan 2013 to Jan 2019
- Avalon Advisors, LLCDec 2011 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Capital Creek Partners
Legal name: Capital Creek Partners, LLC
$1.5BAssets managed
167Clients
8Advisers
7 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
- 6175119
- Firm CRD
- 301211