SourcingSourcing

CHERRY CREEK INVESTMENT ADVISORS INC

C49
CRD 107426·SEC 801-47547·ENGLEWOOD, CO
AUM
$351.9M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHERRY CREEK INVESTMENT ADVISORS INC
CRD
107426
SEC file #
801-47547
EIN
841279374
DBA names
—

Economics

AUM
$351.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$145.0M → $351.9M▲ +143%
Client mix
Individuals Other288
Individuals High Net Worth93
Pension Profit Sharing Plans1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
ENGLEWOOD CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
cherrycreekinvestmentadvisors.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CASTLE, SEAN, DAVID
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CASTLE, SEAN, DAVID
MCNAMARA, PATRICIA, ANNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHERRYCREEKINVESTMENTADVISORS.COM
Rdap Domain Creation Date
2000-04-26T22:03:40Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
26,859
Form 5500 Compensation Trajectory 3y
202526,859
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
26,859
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001877829
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2021-08-13
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
21
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001877829-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
47
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
68 INVERNESS LANE EAST #206ENGLEWOOD, CO 80112
Business
68 INVERNESS LANE EAST #206ENGLEWOOD, CO 80112
Edgar EIN
841279374
Edgar Recent Filings
13F-HR2026-04-30 · 0001877829-26-000002
13F-HR2026-01-15 · 0001877829-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-26T22:03:40Z
Rdap Domain Last Changed
2022-10-18T07:47:38Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2331979
Trust Company Affiliate
No

People (3)

3
MCNAMARA, PATRICIA, ANNE
IAR · Direct Owner · 62.5%
1625543
CASTLE, SEAN, DAVID
IAR · Direct Owner · 62.5%
2331979
JOSEPH JOHN DECAROLIS
IAR
1824283