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Chestnut Creek Management Company LLC (Wichita Falls)


Chestnut Creek Management Company LLC is an adviser based in Wichita Falls. It manages $38.22 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.




Chestnut Creek Management Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chestnut Creek Management Company: assets under management

The assets under management (AUM) of Chestnut Creek Management Company LLC is $38.22 million. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.73 million in discretionary accounts and $5.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.72 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.49 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chestnut Creek Management Company LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wichita Falls

The principal office where Chestnut Creek Management Company LLC performs its advisory services is located at 719 Scott St Ste 916, Wichita Falls, TX 76301 2613 The mailing address of the firm is P O Box 8225, Wichita Falls, TX 76307 8225. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 940-322-2984 or by fax NONE. The normal business hours are 2:00 pm - 5:30 pm & by appt on Monday - Friday.


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