Willow Creek Capital Management, Inc.

Overview

Willow Creek Capital Management, Inc. is an SEC registered investment adviser based in Missoula, MT, registered since 2025. It reports $28M in assets under management across 431 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$28M

Discretionary

83%

Accounts

431

Average account

$65K

Employees

4

Advisory reps

3

Registered since

2025

Jurisdictions

7

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Susan Ann Estep Managing Partner, President CRD 1636058
• David Anthony Weber Managing Partner, Vice President, Chief Compliance Officer CRD 4723892

Advisory reps 3 of 3

• Lucas Lambros Duffy Investment Adviser Rep CRD 7997294
• Susan A Estep Insurance Agent · Investment Adviser Rep CRD 1636058
• David A Weber Insurance Agent · Investment Adviser Rep CRD 4723892

Location

Headquarters

432 W Spruce St Ste 102
Missoula, MT 59802

County

Missoula

Metro area

Missoula, MT

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: raymondjames.com/willowcreekcm

Every state, with registration dates

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