CREEKSTONE CAPITAL

Broker-DealerFINRA MemberEst. 2023
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 and appears on the SEC adviser roster with a 2023 registration date. The firm is owned by an individual and is listed under an unclassified adviser category in the source record. The snapshot indicates Creekstone Capital is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or related adviser. The firm has not supplied detailed descriptions of its advisory activities, client segments, or investment processes in the provided data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • BUFORD CONLEY

    Chief Executive OfficerCRD 5291573

  • Casey Nickels

    Co-Founder & CEOCRD 5838152

  • Zane Browning

    Chief Growth OfficerCRD 7817356

Contacts

3 of 8
  • Douglas Killebrew

    Registered RepresentativeCRD 5678256

  • Joshua Cloyd

    ComplianceCRD 7370953

  • CHAD KIRSCHENBLATT

    Managing PartnerCRD 2503352

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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