AUMdb
RC

Rock Creek Advisors Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 291281 · Rapid City, SD
☆ Save with Pro ADV data as of Mar 23, 2026
Regulatory AUM
$54.2M
Discretionary
$54.2M
Clients
36
Avg AUM / client
$1.5M
Accounts
39
Employees
2

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 3 $7.2M 13.3%
Corporations and other businesses 33 $47.0M 86.7%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Joel David Black Registered representative Jan 2018 (9y)
Joseph David Porter Registered representative Apr 2021 (5y)

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/23/2026 1.04 MB 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

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.

View current Form ADV (SEC/IAPD) ↗