Creekmur Asset Management, LLC
Firm details
- Headquarters
- Morton, Illinois
- CRD number
- 306903
- Registered since
- January 24, 2020
- Website
- creekmurwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.65%
- Individuals38.12%
- Pension & Profit Sharing Plans1.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Creekmur Asset Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves both individual and family clients as well as institutional accounts and bills clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports a preference for equity exposure and is not identified as an active ESG investor.
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 Equities65%
- Non-Exchange Traded Equities30%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
John Creekmur
President, CIO and FounderCRD 2226377
Contacts
3 of 23
Andrew Creekmur
Director of Advisory Services & Wealth AdvisorCRD 5843339
Brian Bowen
Wealth AdvisorCRD 4470298
Darby DePauw
ParaplannerCRD 6932801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$2.3M in ETFs
100%
$2.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $878K | 1,278 | 38.17% |
Location
Morton, IL
Tazewell
Location
Morton, IL
Headquartered in Morton, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Tazewell
- Address
- 805 W Jackson St
- Time zone
- CT (UTC-6)
- Office locations
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