CARMICHAEL CREEL INVESTMENTS

Overview

Carmichael Creel Investments is a small, fee-based advisory firm focused on portfolio management for individual and family clients, and for small businesses. The firm runs portfolios on a discretionary basis and favors equity-oriented allocations, using exchange-traded equities and ETFs as the core building blocks of client portfolios. Its practice emphasizes traditional equity exposure supplemented by third‑party alternative fund allocations and mutual funds rather than active ESG or pension consulting work. The adviser charges clients on a percentage-of-AUM basis and is structured as a corporation with individual ownership. Services are delivered through customized portfolio management rather than institutional capital-allocation programs. The firm is registered with the SEC and presents itself primarily as an adviser to individuals and families rather than to institutional or multi-state retirement plans.

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Public Holdings

Investments & Alternatives

Location & Offices