Matthew Jon Adams
Investment adviser representative at Capital Creek Partners
11 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
11 years in the industry.
- Capital Creek PartnersNov 2024 to now
- Caz Investments LPJun 2021 to Nov 2024
- U.S. BankFeb 2018 to May 2021
- IbmSep 2015 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7389052
- Firm CRD
- 301211