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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ACORN CREEK CAPITAL LLC

CRD 325809

FORT COLLINS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a1529a88-660a-64b9-cffe-7926aefcfc5c

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 8
On other graphs: 0
Observed: Mar 15, 2023 to Jul 6, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $489MItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $478M
Private client RAUM: $474MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $122Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,073
Individual clients: 187
High net worth clients: 125
SEC number: 801-127661
CRD: 325809
Filings on the tape: 15
First filed: Mar 15, 2023
Latest filed: Jul 6, 2026
Organised: Limited Liability Company, DE
Website: acorncreekcapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BEN LOEFFLER	n/a	FORT COLLINS, CO	3	20	1	no
Sierra Mae Merrick	n/a	FORT COLLINS, CO	2	12	n/a	no
Vincent Angus Hourigan	n/a	FORT COLLINS, CO	2	12	n/a	no
ASHLIE REINE BOSTICK	n/a	FORT COLLINS, CO	0	11	2	no
David James Berg	n/a	FORT COLLINS, CO	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LOEFFLER, BEN	PRESIDENT & CHIEF COMPLIANCE OFFICER	E	yes	04/2023	Apr 14, 2023	Jun 4, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Jan 28, 2026	$489M	$478M	5	4	n/a	n/a
2024	Feb 7, 2025	$426M	$423M	6	6	n/a	n/a
2023	Feb 20, 2024	$426M	$401M	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	2	-1	50.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$489M	$426M	14.6%	n/a	n/a	5	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	3	Apr 18, 2023	Apr 23, 2024	FORT COLLINS, CO	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (6)

← ASHLIE REINE BOSTICKAdvisorregistration: current employment
Mar 4, 2026 to presentfactForm ADV
← Sierra Mae MerrickAdvisorregistration: current employment
Aug 17, 2024 to presentfactForm ADV
← Vincent Angus HouriganAdvisorregistration: current employment
Aug 17, 2024 to presentfactForm ADV
← BEN LOEFFLERAdvisorregistration: current employment
Apr 14, 2023 to presentfactForm ADV
← Nicholas Lee HoogendykAdvisorregistration: previous registration
Apr 14, 2023 to May 11, 2026factForm ADV
← Jacqueline Kelly KabelAdvisorregistration: previous registration
Apr 23, 2024 to Jan 28, 2026factForm ADV

Controls (1)

← LOEFFLER, BENOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 14, 2023 to Jun 4, 2024factForm ADV

Moved with (1)

← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser3 advisors, team lift out, same day
Apr 18, 2023 to Apr 23, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 11, 2026
Advisor changed firm
Nicholas Lee Hoogendyk left Acorn Creek Capital Llc for Cogentblue (registered 2026-05-12)
Form ADVobserved 6 days ago
Occurred
Jan 28, 2026
Advisor changed firm
Jacqueline Kelly Kabel left Acorn Creek Capital Llc for Cogentblue (registered 2026-02-10)
Form ADVobserved 6 days ago
Occurred
Dec 11, 2023
Regulatory AUM changed
Acorn Creek Capital Llc reported RAUM $412.2M, up 45% from $285.1M (2023-08-09 to 2023-12-11)
Form ADVobserved 6 days ago
$127M
Occurred
Apr 18, 2023
Team lift-out
3 advisors left Merrill Lynch, Pierce, Fenner & Smith Incorporated (Fort Collins, CO) for Acorn Creek Capital LLC on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Apr 14, 2023
Control person joined
Ben Loeffler (Managing Director, Chief Executive Officer, & Chief Compliance Officer) appeared on Schedule A of Acorn Creek Capital Llc
Form ADVobserved 6 days ago
Occurred
Apr 14, 2023
Control person left
Harrison Taelim Yaste (Chief Compliance Officer) no longer on Schedule A of Acorn Creek Capital Llc (listed 2023-03-15, absent 2023-04-14)
Form ADVobserved 6 days ago
Occurred
Mar 15, 2023
First Form ADV filing
Acorn Creek Capital Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Sep 14, 2026
David James Berg registered as an investment adviser representative at Acorn Creek Capital Llc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1529a88-660a-64b9-cffe-7926aefcfc5c
First observed: Mar 15, 2023
Last observed: Jul 6, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACORN CREEK CAPITAL LLC

CRD 325809

FORT COLLINS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a1529a88-660a-64b9-cffe-7926aefcfc5c

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BEN LOEFFLER

n/a

FORT COLLINS, CO

Sierra Mae Merrick

n/a

FORT COLLINS, CO

n/a

Vincent Angus Hourigan

n/a

FORT COLLINS, CO

n/a

ASHLIE REINE BOSTICK

n/a

FORT COLLINS, CO

David James Berg

n/a

FORT COLLINS, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOEFFLER, BEN

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

04/2023

Apr 14, 2023

Jun 4, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 28, 2026

$489M

$478M

n/a

2024

Feb 7, 2025

$426M

$423M

n/a

2023

Feb 20, 2024

$426M

$401M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$489M

$426M

14.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 18, 2023

Apr 23, 2024

FORT COLLINS, CO

Team lift out

Wirehouse to new firm

0.0%