CREATIVE CAPITALISTS, INC

Overview

Creative Capitalists, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm concentrates on financial planning and portfolio management for individuals and small businesses, delivering discretionary portfolio services across a compact client base. Fee arrangements include percentage-of-assets, hourly charges and fixed fees, which supports engagement models ranging from ongoing advisory relationships to project-based planning. Investment activity is centered on public fund vehicles—mutual funds and similar pooled products—combined with targeted allocations to real estate exposure through REITs and third‑party real estate managers. The firm is not an active ESG investor and does not operate as a multi‑state adviser. Professional relationships include an affiliation with accounting professionals, indicating an emphasis on tax-aware planning and coordination with clients’ tax advisors.

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