Shana Ballard
Mission Creek Capital Partners · San Francisco, California
Shana Ballard is a fee-only financial advisor at Mission Creek Capital Partners in San Francisco, California, who holds the CFP credential. Shana focuses on equity compensation and founders (pre-exit). Mission Creek Capital Partners reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Mission Creek Capital Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $741.6M across 1,416 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5195706 |
| Exams passed | Series 66 (2022) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.missioncreekcap.com |
How Shana's firm compares
- Mission Creek Capital Partners's average account is about $524,000, from its Form ADV (assets managed divided by 1,416 accounts).
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Questions about Shana
Is Shana Ballard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shana holds no broker registration, and Mission Creek Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shana charge for financial advice?
Shana's firm, Mission Creek Capital Partners, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Shana Ballard based?
Shana Ballard is based in San Francisco, California.
What does Shana specialize in?
Shana's specialties include equity compensation and founders (pre-exit). Shana works with executives and founders.
What credentials does Shana Ballard hold?
Shana Ballard holds the CFP credential.
Is Shana Ballard registered with the SEC?
Yes. Shana Ballard is registered as an investment adviser representative in CA (CRD 5195706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mission Creek Capital Partners manage?
Mission Creek Capital Partners reports $741.6M across 1,416 accounts in assets under management.
How do I contact Shana Ballard?
Through Shana's website, www.missioncreekcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mission Creek Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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