Creative Capital Management Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 25, 2026, reports $780M in regulatory assets under management, 11 employees, and 1,198 accounts.
Assets Under Management
$780M
Employees
11
Offices
--
Total Clients
298
Primary office
SAN DIEGO, CA
6265 GREENWICH DRIVE, SUITE 201, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.1% of total clients.
Top client categories% of clientsClients
1
HNWI
65.1%
194
2
Individuals
34.9%
104
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$780Mas of March 25, 2026
Discretionary99.9%
$780M
100% of total RAUM99.9%
Non-discretionary0.1%
$890K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$780M
Total Accounts1,198
10Y AUM Change+$780M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee27:1
10Y Employee Change+7 (+175.0%)
* 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.