Jackson Creek Investment Advisors Llc
- Regulatory AUM
- $349M
- Discretionary
- $349M
- Clients
- 21
- Avg AUM / client
- $16.6M
- Accounts
- 57
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Investments (13F portfolio — 293 positions, $339,522)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Technipfmc Plc | COM | $3,157 | 45,672 | 0.93% | 0.0% |
| 2 | Argan Inc | COM | $3,085 | 5,664 | 0.91% | 0.0% |
| 3 | Jabil Inc | COM | $2,867 | 10,794 | 0.84% | 0.0% |
| 4 | Cirrus Logic Inc | COM | $2,630 | 18,183 | 0.77% | 0.0% |
| 5 | California Resources Corp Stoc | COM | $2,526 | 36,498 | 0.74% | 0.0% |
| 6 | Amkor Technology Inc | COM | $2,501 | 55,544 | 0.74% | 0.0% |
| 7 | Patterson Uti Energy Inc | COM | $2,471 | 228,182 | 0.73% | 0.0% |
| 8 | Dht Holdings Inc New | COM | $2,392 | 130,946 | 0.7% | 0.0% |
| 9 | Huntington Ingalls Industries | COM | $2,347 | 6,178 | 0.69% | 0.0% |
| 10 | Pediatrix Medical Group Inc | COM | $2,245 | 104,933 | 0.66% | 0.0% |
| 11 | Myr Group Inc | COM | $2,231 | 7,901 | 0.66% | 0.0% |
| 12 | Mastec Inc | COM | $2,224 | 6,911 | 0.66% | 0.0% |
| 13 | Northern Oil & Gas Inc | COM | $2,215 | 75,795 | 0.65% | 0.0% |
| 14 | Virtu Financial Inc Cl A | COM | $2,209 | 50,219 | 0.65% | 0.0% |
| 15 | Nextpower Inc Class A | COM | $2,208 | 18,313 | 0.65% | 0.0% |
| 16 | Element Solutions Inc | COM | $2,189 | 64,116 | 0.64% | 0.0% |
| 17 | Kennametal Inc | COM | $2,189 | 60,577 | 0.64% | 0.0% |
| 18 | Viavi Solutions Inc | COM | $2,160 | 64,907 | 0.64% | 0.0% |
| 19 | Phibro Animal Health Corp Cl A | COM | $2,129 | 38,486 | 0.63% | 0.0% |
| 20 | Indivior Pharmaceuticals Inc | COM | $2,120 | 69,550 | 0.62% | 0.0% |
| 21 | Zurn Elkay Water Solutions Cor | COM | $2,113 | 47,127 | 0.62% | 0.0% |
| 22 | Roku Inc Cl A | COM | $2,084 | 22,020 | 0.61% | 0.0% |
| 23 | Alcoa Corp | COM | $2,073 | 31,251 | 0.61% | 0.0% |
| 24 | National Vision Holdings Inc | COM | $2,069 | 79,894 | 0.61% | 0.0% |
| 25 | Caretrust Reit Inc | COM | $2,067 | 56,400 | 0.61% | 0.0% |
Top 25 of 293 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 |
|---|---|---|---|
| High net worth individuals | 20 | $50.4M | 14.4% |
| Investment companies | 1 | $213M | 61.0% |
| Charitable organizations | Fewer than 5 clients | $16.6M | 4.75% |
| State or municipal government entities | Fewer than 5 clients | $58.7M | 16.8% |
| Corporations and other businesses | Fewer than 5 clients | $10.6M | 3.03% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Ray Riddle | Managing Member | CFA | Apr 2020 (6y) | 50% – 75% |
| Mark Frederick Jaeger | Managing Member, Cco | CFA | Apr 2020 (6y) | 50% – 75% |
| Brian Thomas Harvey | Registered representative | CFA | Jul 2020 (6y) | |
| Christopher Sean Mcquillan | Registered representative | Aug 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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 904 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- U.S. Bancorp Investments, Inc. $171M (50% of AUM) Jun 2025
- State Street $58.7M (17% of AUM) Mar 2026
- Charles Schwab & Co. $57.7M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗