RIA IntelAdvisersCaliforniaCREATIVE CAPITALISTS, INC

CREATIVE CAPITALISTS, INC

Advisory

GLENDALE, CA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in CA
#4,182
of 5,480 advisers by AUM
Average account
$225K
across 102 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
57
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients57
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

BLUEPOINT WEALTH ADVISORS, LLC
$23M
JENSEN & CO INC
SAN FRANCISCO, CA
$23M
ASHBY WEALTH MANAGEMENT, LLC
$23M
BROOKSIDE STUDIOS LLC
$23M
MKG CAPITAL MANAGEMENT, LLC
$23M
MICHAEL JOHN WUNSCH
$23M

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