CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 286567
- Registered since
- February 27, 2017
- Website
- myccmi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.2%
- Individuals8.35%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Creative Capital Management Investments LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2017. The firm serves individual and family clients and functions as a capital allocator, combining financial planning, portfolio management for individuals and small businesses, manager selection, and periodic publications. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Creative Capital identifies as an active ESG investor and provides both discretionary and limited non-discretionary advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- State & Local Bonds4%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Contacts
3 of 6BRIAN MATTER
PrincipalCRD 2935642
Kimberly Benson
Fee-Only Financial AdvisorCRD 6906180
Alana Hall
ParaplannerCRD 7507925
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 163Active vs passive
$322M in ETFs
5%
$17.4M
95%
$305M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF (DFAX) | Dimensional | Active | Foreign Large Blend | $73.1M | 2,150,975 | 22.69% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 6265 Greenwich Dr
- Time zone
- PT (UTC-8)
- Office locations
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