CREATIVE INVESTMENT GROUP
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 334028
- Registered since
- December 17, 2024
- Website
- www.creativeinvests.com
- Custodians
- LPL FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.66%
- Individuals15.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Creative Investment Group is an independent, limited‑liability RIA that registered with the SEC in 2024 and is owned by an individual. The firm advises individual and family clients and operates as a capital allocator, offering both percentage-of-AUM and fixed-fee billing. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting, and the selection of outside advisers. The firm is not positioned as an ESG-focused manager and maintains an industry affiliation as a real estate broker.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities44%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents7%
- US Government Bonds4%
- State & Local Bonds4%
Owners & executives
3 of 4Kevin Kim
Chief Compliance OfficerCRD 8004229
Skye Mejia
Co-Founder and CIOCRD 6688838
John Malanowski
Chief Operating OfficerCRD 8205411
Contacts
3 of 4Thomas Rush
AdvisorCRD 8184874
Camden Johns
Registered Investment AdvisorCRD 8013021
Alex Bars
Private Wealth AdvisorCRD 7887247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 30 Burton Hills Blvd
- Time zone
- CT (UTC-6)
- Office locations
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