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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Creative Investment Group LLC
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|---|---|
| CRD # | 334028 |
| SEC # | 801-131641 |
| CIK # | |
| AUM | $145.8 M (2025-07-02) |
| Employees | 6 (100% Investors, 33% Brokers) |
| Phone | 615-949-9629 |
| Address | 30 Burton Hills Nashville, TN 37215 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 145.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 145.8 |
| By Discretionary | ||
| Discretionary | 171 | 128.7 |
| Non-Discretionary | 42 | 17.1 |
| Total | 213 | 145.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.8 | |
| Total | 213 | 145.8 |
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|---|---|---|
|
Dempsey Investment Management LLC
✚
|
VT | 0.1 |
|
LCR Wealth Management LLC
✚
|
CT | 0.1 |
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Platt Investment Counsel LLC
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0.1 | |
|
Jemma Investment Advisors LLC
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MD | 0.1 |
|
Allegiance Financial Group Inc
✚
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ME | 0.1 |
|
TEPP RIA LLC
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NJ | 0.1 |
|
Genereux Investment Management Inc
✚
|
0.1 | |
|
Wickham Financial Group Inc
✚
|
GA | 0.1 |
|
Financial Partners LLC
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|
NM | 0.1 |
|
Blakely Walters Wealth Management LLC
✚
|
AZ | 0.1 |