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Matthew J. Adams

CAPITAL CREEK PARTNERS
AUSTIN, TX 78703
CRD#: 7389052
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MA
Matthew Jon AdamsCAPITAL CREEK PARTNERS

Professional summary

Matthew Jon Adams is a registered financial advisor currently at CAPITAL CREEK PARTNERS located in Austin, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jon Adams's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 3, 2026 - Present

CAPITAL CREEK PARTNERS

Office #1: 1608 W. 5th St. Suite 200, Austin, TX 78703
RIA
CRD#: 301211
AUSTIN, TX
Past

September 6, 2021 - November 18, 2024

CAZ INVESTMENTS L.P.

RIA
CRD#: 113931
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CAPITAL CREEK PARTNERS
CAPITAL CREEK PARTNERS | CAPITAL CREEK PARTNERS, LLC

CRD#: 301211 / SEC#: 801-115166

RIA
Registered Investment Advisory firm - (4/29/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(6/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/4/2021
Uniform Investment Adviser Law Examination

Current Firm

CC
CAPITAL CREEK PARTNERS
CAPITAL CREEK PARTNERS | CAPITAL CREEK PARTNERS, LLC

CRD#: 301211 / SEC#: 801-115166

RIA
Registered Investment Advisory firm - (4/29/2019 Approved)
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Contact information

Main Address
1608 W. 5th St. Suite 200, Austin, TX 78703
Mailing Address
Phone number
(512) 316-3397
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPITAL CREEK PARTNERS, LLC ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts518
AUM (Assets Under Management)$ 1,242,852,154

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAPITAL CREEK PARTNERS

CRD#: 301211Austin, TX 78703

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