Cherry Creek Investment Advisors Inc
- Regulatory AUM
- $352M
- Discretionary
- $352M
- Clients
- 382
- Avg AUM / client
- $921K
- Accounts
- 799
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of May 28, 2026
Investments (13F portfolio — 124 positions, $230,124,141)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Invesco Actively Managed Exc | VAR RATE INVT | $17,048,169 | 680,973 | 7.41% | 4.84% |
| 2 | Nvidia Corporation | COM | $13,414,384 | 76,917 | 5.83% | 3.81% |
| 3 | First Tr Exchange Traded Fd | NASD TECH DIV | $12,935,010 | 138,106 | 5.62% | 3.68% |
| 4 | Amazon Com Inc | COM | $12,410,112 | 59,587 | 5.39% | 3.53% |
| 5 | Apple Inc | COM | $11,537,041 | 45,459 | 5.01% | 3.28% |
| 6 | Microsoft Corp | COM | $10,557,303 | 28,520 | 4.59% | 3.0% |
| 7 | International Business Machs | COM | $9,089,387 | 37,499 | 3.95% | 2.58% |
| 8 | Walmart Inc | COM | $8,333,835 | 67,057 | 3.62% | 2.37% |
| 9 | First Tr Exchange Traded Fd | SHS | $8,144,595 | 173,179 | 3.54% | 2.31% |
| 10 | Palantir Technologies Inc | CL A | $6,584,355 | 45,012 | 2.86% | 1.87% |
| 11 | Vertiv Holdings Co | COM CL A | $6,033,096 | 24,077 | 2.62% | 1.71% |
| 12 | Abbvie Inc | COM | $5,927,681 | 27,255 | 2.58% | 1.68% |
| 13 | Visa Inc | COM CL A | $4,623,584 | 15,298 | 2.01% | 1.31% |
| 14 | At&T Inc | COM | $4,456,999 | 153,743 | 1.94% | 1.27% |
| 15 | Eqt Corp | COM | $4,386,454 | 68,926 | 1.91% | 1.25% |
| 16 | Costco Wholesale Corporation | COM | $4,040,973 | 4,055 | 1.76% | 1.15% |
| 17 | Vanguard World Fd | ENERGY ETF | $3,994,111 | 23,082 | 1.74% | 1.13% |
| 18 | Coca Cola Co | COM | $3,379,616 | 44,439 | 1.47% | 0.96% |
| 19 | Digital Rlty Tr Inc | COM | $3,377,986 | 18,745 | 1.47% | 0.96% |
| 20 | Everpure Inc | CL A | $3,271,052 | 55,404 | 1.42% | 0.93% |
| 21 | Graniteshares Gold Tr | SHS BEN INT | $3,035,354 | 65,800 | 1.32% | 0.86% |
| 22 | Vanguard Index Fds | S&P 500 ETF SHS | $2,858,441 | 4,784 | 1.24% | 0.81% |
| 23 | Alphabet Inc | CAP STK CL C | $2,824,807 | 9,847 | 1.23% | 0.8% |
| 24 | Legg Mason Etf Invt | FRANKLIN INTL LW | $2,592,486 | 63,949 | 1.13% | 0.74% |
| 25 | Mongodb Inc | CL A | $2,510,116 | 10,255 | 1.09% | 0.71% |
Top 25 of 124 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 288 | $46.8M | 13.3% |
| High net worth individuals | 93 | $305M | 86.6% |
| Pension and profit sharing plans | 1 | $400K | 0.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carepoint Health, Llc 401(k) Profit Sharing Plan Carepoint Health, Llc | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patricia Anne Mcnamara | President | Sep 1994 (32y) | 50% – 75% | |
| Sean David Castle | Evp/Chief Compliance Officer | Sep 1994 (32y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carepoint Health, Llc 401(k) Profit Sharing Plan | Carepoint Health, Llc | 832 | $372M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $342M (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗