Willow Creek Capital Management, INC.: new SEC registration, $280M AUM, Missoula, MT
Willow Creek Capital Management, INC. (Missoula, Montana): new SEC registration, $280M AUM, Missoula, MT. Its amount of 280 is above the median of 135 (76th percentile). Dated 331 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 280 · 76th percentile of 1,225 NewRiaPulse records · 2.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 2 related MT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Willow Creek Capital Management, INC. |
| Legal name | Willow Creek Capital Management, INC. |
| CRD | 333911 |
| Status | Approved |
| Registered with the SEC | 2025-12-09 |
| Latest Form ADV filing | 2026-10-14 |
| Location | Missoula, MT, United States |
| Regulatory AUM | $280,030,435 |
| Accounts | 431 |
| Employees | 4 |
| Website | https://www.raymondjames.com/willowcreekcm |
| amount percentile | 76th of 1,225 (median 135, 2.1x median) |
| Peer records CSV (3 MT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-09
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (MT first): Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Mic Capital Management Uk LLP · Old Mission Asset Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Willow Creek Capital Management, INC. and 3 Montana peers
- Montana NewRiaPulse records like this one: 3
- Willow Creek Capital Management, INC.'s amount: 76th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Montana peer: $600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $280M under management.
- Website on file.
What is the NewRiaPulse record for Willow Creek Capital Management, INC. in Missoula, Montana?
Willow Creek Capital Management, INC. received SEC registration as an investment adviser (2025-12-09) with $280,030,435 in regulatory assets under management, based in Missoula, MT.
How does Willow Creek Capital Management, INC. compare to other Montana NewRiaPulse records?
Its amount of 280 sits in the upper half (76th percentile) of 1,225 records; the median is 135. It is 331 days old; check the official source for later updates before acting.
Willow Creek Capital Management, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Willow Creek Capital Management, INC. | Missoula, MT | 280 | 76th | 2025-12-09 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| Clean Energy Venture Management, LLC | Boston, MA | 416 | 84th | 2026-10-21 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Montana NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.