Creative Capital Management Investments LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 286567
- Registered since
- February 27, 2017
- Website
- myccmi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.2%
- Individuals8.35%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Creative Capital Management Investments LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves individual and family clients and describes itself as a capital allocator that selects third-party managers in addition to managing portfolios directly. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports active ESG investing and delivers a mix of services that include financial planning, portfolio management for individuals and small businesses, manager selection, and the publication of periodicals or newsletters.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- State & Local Bonds4%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Contacts
3 of 6
Brian Matter
PrincipalCRD 2935642
Kimberly Benson
Fee-Only Financial AdvisorCRD 6906180
Alana Hall
ParaplannerCRD 7507925
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 176Active vs passive
$391M in ETFs
8%
$29.7M
92%
$362M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF (DFAX) | Dimensional | Active | Foreign Large Blend | $89.7M | 2,434,768 | 22.92% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 6265 Greenwich Dr
- Time zone
- PT (UTC-8)
- Office locations
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