Creekstone Capital

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Franklin, Tennessee
CRD number
325715
Registered since
September 20, 2023

Firm profile

FINTRX

Overview

Creekstone Capital is organized as a limited liability company with individual ownership and is classified in available records as "unclassified." Publicly supplied fields about business activities, advisory services, client types, and fee arrangements are blank, so the firm has provided little detail about its strategy, target clientele, or service model. Available indicators show Creekstone Capital does not present itself as a capital allocator, is not identified as an active ESG investor, and is not flagged as a pension consultant or related adviser. The firm is not designated as a multistate adviser and is not listed as newly formed. Beyond those structural descriptors, there is minimal public disclosure about investment preferences, sector focus, or portfolio construction practices.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Franklin, TN

Williamson

Location

Franklin, TN

Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
1211 Natchez Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth