Creative Investment Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated March 31, 2026, reports $209M in regulatory assets under management, 8 employees, and 386 accounts.
Assets Under Management
$209M
Employees
8
Offices
--
Total Clients
144
Primary office
NASHVILLE, TN
30 BURTON HILLS, SUITE 550, NASHVILLE, TN, United States
Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
94
2
HNWI
34.7%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$209Mas of March 31, 2026
Discretionary100.0%
$209M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$209M
Total Accounts386
10Y AUM Change+$209M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee18:1
10Y Employee Change+3 (+60.0%)
* 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.