Creative Capital Management Investments LLC

RIASEC Registered

Total AUM

$780M

Discretionary

$780M

100% of AUM

Avg account

$651K

Accounts

1,198

Employees

Advisory reps

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

FINTRX

Overview

Creative Capital Management Investments LLC is an independent, fee-based wealth manager organized as an LLC that serves individual and family clients. The firm is registered with the SEC (registration year 2017) and operates as a capital allocator, combining in-house portfolio management and financial planning with selection of third‑party managers. Its client billing mixes AUM-based fees with hourly and fixed-fee engagement options. Advisory services listed on its ADV include financial planning, portfolio management for individuals and small businesses, manager selection, and publication of periodic newsletters. The firm identifies as an active ESG investor, indicating environmental, social, and governance factors are incorporated into investment decisions.