SourcingSourcing

ACORN CREEK CAPITAL LLC

B54
CRD 325809·SEC 801-127661·FORT COLLINS, CO
AUM
$488.7M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACORN CREEK CAPITAL LLC
CRD
325809
SEC file #
801-127661
EIN
923571102
DBA names
—

Economics

AUM
$488.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$426.4M → $488.7M▲ +15%
Client mix
Individuals Other187
Individuals High Net Worth125
Pension Profit Sharing Plans10

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
6 advisors → 4 advisors▼ -33%
Primary office
FORT COLLINS CO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/28/2026
ADV-W filed at
—
Website
acorncreekcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LOEFFLER, BEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LOEFFLER, BEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ACORNCREEKCAPITAL.COM
Rdap Domain Creation Date
2023-03-04T14:37:33Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
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
21,298
Form 5500 Compensation Trajectory 3y
202521,298
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
21,298
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001994827
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-12
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001951757-26-000834

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
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
215 WEST OAK STREET10TH FLOOR, STE 1000FORT COLLINS, CO 80521
Business
215 WEST OAK STREET10TH FLOOR, STE 1000FORT COLLINS, CO 80521
Edgar EIN
923571102
Edgar Recent Filings
13F-HR2026-05-12 · 0001951757-26-000834
13F-HR2026-02-02 · 0001951757-26-000330
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-04T14:37:33Z
Rdap Domain Last Changed
2023-03-04T14:37:33Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5185200
Trust Company Affiliate
No

People (4)

4
LOEFFLER, BEN
IAR · Direct Owner · 87.5%
5185200
Vincent Angus Hourigan
IAR
7936654
Sierra Mae Merrick
IAR
7936653
ASHLIE REINE BOSTICK
IAR
7046380