S
Salt Creek Hills Money, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,669,679
Clients
9
22% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
LowAverage account size
$296,631
About
Salt Creek Hills Money, Ltd. provides investment advisory services to individuals (including high‑net‑worth clients) and pension and profit‑sharing plans, offering portfolio analysis, asset allocation guidance, and preparation of an Investment Policy Statement for each client. The firm generally limits its recommendations to mutual funds and supports portfolio monitoring and personal investment policy implementation.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading philosophy, with risk tolerance and time horizon documented in each client’s Investment Policy Statement and reviewed at least annually. Salt Creek does not maintain discretionary trading authority and typically directs clients to third‑party money managers to implement investment strategies.
Noteworthy for an independent, solo adviser, the principal owner is an accountant with an affiliated accounting/consulting practice and may offer accounting services outside the advisory business, a relationship the brochure discloses as a potential conflict of interest. The firm’s assets are reported as primarily non‑discretionary, and it commonly directs clients to a specific third‑party manager (Matson Money) while receiving fee‑sharing and other referral compensation from third parties, arrangements the brochure identifies and discloses.
Client services
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Wealth management
Fee options
Minimum fee: One-time fee of $500.00 to all Matson Money clients
Main office location
Salt Creek Hills Money, Ltd.
Springfield IL, United States
Number of offices
1
Most active in
Salt Creek Hills Money, Ltd. has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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