Willow Creek Capital Management, Inc.
● SEC registered since 2025CRD 333911SEC# 801-134896Missoula, MT
Reg. AUM
$280M
Employees
4
Accounts
431
Location
Missoula, MT
Willow Creek Capital Management, Inc. assets under management
Willow Creek Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Missoula, MT. The firm has been registered since 2025. It reports $280 million in regulatory assets under management and employs 4 people.
Willow Creek Capital Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Anthony Weber Control | Managing Partner, Vice President, Chief Compliance Officer | 25-50% | 2019 |
| Susan Ann Estep Control | Managing Partner And President | 50-75% | 2019 |
Frequently asked questions
How much does Willow Creek Capital Management, Inc. manage?
Willow Creek Capital Management, Inc. reports $280 million in regulatory assets under management on its Form ADV.
How many employees does Willow Creek Capital Management, Inc. have?
Willow Creek Capital Management, Inc. reports 4 employees.
Where is Willow Creek Capital Management, Inc. located?
Willow Creek Capital Management, Inc. is based in Missoula, MT and has been SEC-registered since 2025.
Does Willow Creek Capital Management, Inc. disclose fund performance?
Willow Creek Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 432 W Spruce St., Ste 102, Missoula, MT 59802 |
| Phone | 406-830-3286 |
| Fax | 406-830-3291 |
| Office hours | 7:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$280MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$280Mregulatory AUM
Discretionary $232MNon-discretionary $48M