Acorn Creek Capital LLC

Acorn Creek Capital LLC is a registered investment advisor established in April 2023 and wholly owned and operated by Ben Loeffler. The firm offers asset management services tailored to individual client needs, including the creation of portfolios consisting of various securities. Acorn Creek also provides comprehensive portfolio management, financial planning, and retirement plan consulting services. The firm acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. Acorn Creek manages over $426 million in client assets, with a focus on maintaining a balanced risk-reward ratio. Clients can expect a maximum annual fee of 2.00% for asset management services, billed on a pro-rata basis monthly. The firm utilizes the services of Fidelity as a custodian and broker-dealer, providing access to research and brokerage services. Acorn Creek does not participate in soft dollar programs and does not receive compensation for client referrals. The firm does not accept proxy-voting responsibility and does not engage in directed brokerage. Acorn Creek emphasizes transparency and communication with clients, encouraging them to review statements provided by the custodian and compare them with reports from the firm. The Privacy Policy ensures the protection and confidentiality of clients' personal information, with safeguards in place to maintain security. Clients have the right to limit the sharing of personal information and