Creekstone Capital

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Franklin, Tennessee
CRD number
325715
Registered since
September 20, 2023

Firm profile

FINTRX

Overview

Creekstone Capital is organized as a limited liability company and is registered with the SEC as an investment adviser as of 2023. Ownership is held by an individual rather than an institutional or corporate owner. The firm is categorized as "unclassified" in the available data and does not identify itself as a capital allocator. Available disclosures indicate Creekstone Capital does not describe its advisory or business activities in the source material. The firm does not list active ESG investing as part of its profile, is not designated a multi-state adviser, and is not recorded as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Buford Conley

    Buford Conley

    Chief Executive OfficerCRD 5291573

  • Casey Nickels

    Casey Nickels

    Co-Founder & CEOCRD 5838152

  • Zane Browning

    Zane Browning

    Chief Growth OfficerCRD 7817356

Contacts

3 of 7
  • Joshua Cloyd

    Joshua Cloyd

    ComplianceCRD 7370953

  • Chad Kirschenblatt

    Chad Kirschenblatt

    Managing PartnerCRD 2503352

  • Michael Nicklaus

    Michael Nicklaus

    CRD 8127931

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Franklin, TN

Williamson

Location

Franklin, TN

Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
1211 Natchez Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth