KNOXVILLE, TNCRD 108972Latest ADV February 12, 2026
Creekside Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated February 12, 2026, reports $280M in regulatory assets under management, 4 employees, and 773 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.8% of total clients.
Top client categories% of clientsClients
1
Individuals
74.8%
175
2
HNWI
22.2%
52
3
Charitable
1.3%
3
4
Corporations
1.3%
3
5
Pension Plans
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$280Mas of February 12, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$280M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$280M
Total Accounts773
10Y AUM Change+$136M (+94.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee59:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.