Fee-OnlyFinder

Cherry Creek Investment Advisors INC

Financial planning in Englewood, CO

SEC registeredNo commissions reported

Call (303) 320-5774Send a messageMap ↗

Public-record details

Address
68 Inverness Lane East #206, Englewood, CO 80112
Phone
(303) 320-5774
Listed under
Financial planning, % of assets managed
CRD number
107426
Registration
SEC registered since 1994-10-06
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$351.9 million
Accounts managed
799
Clients reported (Form ADV 5.D)
382
Individual / high-net-worth clients
288 / 93
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-05-28

SEC registered investment adviser, CRD 107426, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Englewood

Blue Heron Capital2 Inverness Drive E., Suite 106 · Englewood, CO 80112 · (720) 488-8604 · Financial planningCRD 339475 · % of assets, Hourly charges, Fixed fees · $102.2 million AUMSEC registeredNo commissions reportedBoulder Asset Management9785 Maroon Circle, Suite 130 · Englewood, CO 80112 · (303) 779-8772 · Flat / fixed feesCRD 107636 · % of assets, Fixed fees · $426.1 million AUMSEC registeredNo commissions reportedBxm Wealth LLC8310 S Valley Highway, Suite 300, Bxm Wealth · Englewood, CO 80112 · (303) 704-2592 · Financial planningCRD 332544 · % of assets · $231.3 million AUMSEC registeredNo commissions reportedCopper River Advisors LLC383 Inverness Parkway Suite 120 · Englewood, CO 80112 · (303) 513-0705 · Financial planningCRD 173394 · % of assets, Hourly charges, Fixed fees · $94.1 million AUMState registeredNo commissions reportedEssential Investment Partners, LLC7887 E Belleview Ave, Suite 1275 · Englewood, CO 80111 · (303) 333-8498 · Financial planningCRD 149509 · % of assets · $223.0 million AUMSEC registeredNo commissions reportedFowler Tax Advisors LLC5460 South Quebec Street, Suite 230 · Englewood, CO 80111 · (303) 843-0323CRD 305347 · OtherState registeredNo commissions reportedGeneos Wealth Management, INC.9635 Maroon Circle, Suite 100 · Englewood, CO 80112 · (303) 785-8470 · Financial planningCRD 120894 · % of assets, Hourly charges, Fixed fees · $9.2 billion AUMSEC registeredNo commissions reportedLegionce Investment Advisors, INC.88 Inverness Circle East, Suite D-101 · Englewood, CO 80112 · (303) 858-1500 · Flat / fixed feesCRD 112472 · % of assets, Fixed fees · $17.7 million AUMState registeredNo commissions reported

All 19 in Englewood →