RIA Intel›Advisers›California›CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

Advisory

N·SAN DIEGO, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$780M
1-Year AUM Growth
+6.0%
3-Year CAGR
+9.9%
Employees
7
Assets Under Management
Total AUM$780M
Discretionary AUM$780M
Non-Discretionary AUM$890K
Discretionary %99.9%
Total Clients285
Team
Total Employees7
Investment Advisers11
Employee Growth (1Y)-16.7%
Filing History
Total Filings on Record26
First FilingFeb 20, 2017
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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