Fee-only adviser · San Rafael, CA
Lava Creek Capital Management, LLC
Lava Creek Capital Management, LLC is a fee-only investment adviser registered with the securities regulators of California, Louisiana, with its main office in San Rafael, California. On its latest Form ADV, filed August 5, 2026, it reports $75M in regulatory assets under management, 50 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Louisiana |
|---|---|
| Firm CRD number | 165536 · SEC file 801-108518 |
| Office | 2370 Kerner Blvd. Suite 360 San Rafael, CA 94901 |
| Phone | (415) 906-4455 |
| Website | www.lavacreekcap.com |
| Regulatory assets under management | $75M |
| Individual clients | 33 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Rafael
- Westhill Financial Advisors, Inc. $789M
- Fiduciary Financial Group, LLC $1.1B
- Stewart Wealth Management, Inc. $582M
- Meritas Wealth Management, LLC $619M
- Shira Ridge Wealth Management $366M
- Capital Trust Advisors $403M
See all 26 fee-only advisers in San Rafael →
Nearby
- Corte Madera 3 firms
- Larkspur 6 firms
- Ross 2 firms
- Greenbrae 5 firms
- Kentfield 2 firms
- San Anselmo 2 firms
- Mill Valley 14 firms
- Tiburon 4 firms
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