|
⚲
|
| Keyboard |
| Creative Investment Group LLC
✚
|
|
|---|---|
| CRD # | 334028 |
| SEC # | 801-131641 |
| CIK # | |
| AUM | 209.0 M (2026-06-04) |
| Employees | 8 (88% Investors, 0% 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) | 94 | 32.1 |
| (b) Individuals (high net worth individuals) | 50 | 177.0 |
| (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 | 386 | 209.0 |
| By Discretionary | ||
| Discretionary | 386 | 209.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 386 | 209.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 209.0 | |
| Total | 386 | 209.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Babb Wealth Advisors LLC
✚
|
AZ | 209.4 M |
|
Wharton Wealth Management LLC
✚
|
PA | 209.2 M |
|
Werlinich Asset Management LLC
✚
|
209.0 M | |
|
Capital Asset Management LLC
✚
|
CO | 208.8 M |
|
Reservoir Retirement Management LLC
✚
|
OH | 208.8 M |
|
CAVU Wealth Management Inc
✚
|
CA | 208.8 M |
|
Madson Wealth Advisors Inc
✚
|
CA | 208.7 M |
|
Southcol Advisors LLC
✚
|
FL | 208.7 M |
|
Clarity Wealth Development LLC
✚
|
OR | 208.6 M |
|
Blum Financial LP
✚
|
TX | 208.6 M |