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| Creativeone Securities LLC
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|---|---|
| CRD # | 152974 |
| SEC # | 801-78158 |
| CIK # | 0001482579 |
| AUM | 2,541.2 M (2026-05-28) |
| Employees | 196 (63% Investors, 60% Brokers) |
| Phone | 913-814-6097 |
| Address | 6330 Sprint Parkway, Suite 400 Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,052 | 1.6 |
| (b) Individuals (high net worth individuals) | 310 | 0.6 |
| (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 | 59 | 0.1 |
| (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 | 64 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 12,485 | 2.5 |
| By Discretionary | ||
| Discretionary | 12,438 | 2.4 |
| Non-Discretionary | 47 | 0.1 |
| Total | 12,485 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 12,485 | 2.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 14 |
| Serves | Institutional, Retail |
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|---|---|---|
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