Lucas Lambros Duffy
Investment adviser representative at Willow Creek Capital Management, Inc.
12 yearsExperience
2 statesRegistered in
$280MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Willow Creek Capital Management, Inc.Oct 2024 to now
- Raymond James Financial Services, Inc.Oct 2024 to now
- UnemployedMay 2024 to Oct 2024
- Rock Creek GroupJun 2022 to May 2024
- George Washington UniversityAug 2021 to May 2023
- Plum Property ManagementJan 2021 to Aug 2021
- Mt Democratic PartyJun 2020 to Dec 2020
- EndeavorFeb 2020 to May 2020
- Kellogg HansenJul 2018 to Jan 2020
- UnemployedMar 2018 to Jun 2018
- Middlebury CollegeFeb 2014 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Willow Creek Capital Management, Inc.
$280MAssets managed
413Clients
3Advisers
Under 1 yearIn 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
- 7997294
- Firm CRD
- 333911