CRETO CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WINTER PARK, Florida
CRD number
337914

Firm profile

FINTRX

Overview

Creto Capital Management, LLC is a small, privately held investment advisory firm organized as a limited liability company. The firm’s reported activity centers on advising private funds rather than operating a broad retail advisory business. Public filings classify the firm as unclassified and indicate it does not operate as a multi-state adviser, pension consultant, or capital allocator. There is no indication the firm pursues active ESG mandates. Investment activity is concentrated in privately structured vehicles rather than traditional advisory accounts. The firm's footprint and administrative characteristics point to an owner-operated shop that routes client capital into pooled private equity vehicles instead of managing sizable publicly reported advisory AUM or many retail/individual accounts.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Eric Olsen

    ManagerCRD 8137288

  • Zane Beadles

    ManagerCRD 8137214

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WINTER PARK, FL

ORANGE

Location

WINTER PARK, FL

Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
241 E Fawsett Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth