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| Cherry Creek Investment Advisors Inc
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| CRD # | 107426 |
| SEC # | 801-47547 |
| CIK # | 0001877829 |
| AUM | 351.9 M (2026-05-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-320-5774 |
| Address | 68 Inverness Lane East 206 Englewood, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (5/28/2026) [Brochure] |
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Item 7 – Types of Clients CCIA provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, private investment funds, trust programs, and other U.S. institutions. In general, we do not require a minimum dollar amount to open and maintain an advisory account. |
| CIK | Period |
|---|---|
| 0001877829 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.4 | ||
| Amazon Com Inc | 12.4 | ||
| Apple Inc | 11.5 | ||
| Microsoft Corp | 10.6 | ||
| International Business Machines Corp | 9.1 | ||
| Wal Mart Stores Inc | 8.3 | ||
| Palantir Technologies Inc | 6.6 | ||
| GS Acquisition Holdings Corp | 6.0 | ||
| AbbVie Inc | 5.9 | ||
| Visa Inc | 4.6 | ||
| AT&T Inc | 4.5 | ||
| EQT Corp | 4.4 | ||
| Costco Wholesale Corp /NEW | 4.0 | ||
| Coca Cola Co | 3.4 | ||
| Digital Realty Trust Inc | 3.4 | ||
| Graniteshares Gold Trust | 3.0 | ||
| Alphabet Inc | 2.8 | ||
| MongoDB Inc | 2.5 | ||
| United Parcel Service Inc | 2.5 | ||
| Silversun Technologies Inc | 2.4 | ||
| Micron Technology Inc | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 288 | 46.8 |
| (b) Individuals (high net worth individuals) | 93 | 304.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 799 | 351.9 |
| By Discretionary | ||
| Discretionary | 799 | 351.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 799 | 351.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 350.7 | |
| Total | 799 | 351.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001877829] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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