Creekmur Asset Management, LLC

Overview

Creekmur Asset Management, LLC is an independent registered investment adviser that began SEC registration in 2020 and operates as a limited liability company owned by domestic interests. Its client mix spans individuals and families as well as institutional relationships. The firm offers fee arrangements that include asset-based charges, hourly billing, and fixed fees, and lists core advisory services such as financial planning, portfolio management for individuals and small businesses, and pension consulting on its ADV. Creekmur reports a preference for equity-oriented portfolios and does not identify as an ESG-focused manager. It is not organized as a capital allocator; instead, it primarily manages client accounts directly and supplements portfolios with third‑party products when appropriate. The firm also maintains professional ties to accounting and insurance firms for client service and planning coordination.

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Public Holdings

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Location & Offices