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 recorded as having registered with the SEC in 2023. FINTRX classifies the firm as unclassified and lists the owner type as an individual. The dataset indicates Creekstone Capital is not a capital allocator, is not active on ESG integration, is not a multi-state adviser, is not a pension consultant, and is not identified as a related adviser. The source does not provide descriptions of the firm’s advisory services, client segments, fee structure, investment strategies, or specific business activities.

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
  • Jeffrey Rader

    Jeffrey Rader

    RepresentativeCRD 2094253

  • Chad Kirschenblatt

    Chad Kirschenblatt

    Managing PartnerCRD 2503352

  • Joshua Cloyd

    Joshua Cloyd

    ComplianceCRD 7370953

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

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