RIA Intel›Advisers›New Hampshire›CREATIVE FINANCIAL STRATEGIES, INC.

CREATIVE FINANCIAL STRATEGIES, INC.

Advisory

LITTLETON, NH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$29K

across 10 accounts

AUM per adviser

$293K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$293K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$293K

Discretionary AUM$0

Non-Discretionary AUM$293K

Discretionary %0%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

11 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NH

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

WHITE MOUNTAIN DERIVATIVES, LLC

NORTH CONWAY, NH

$200K

SQUAM LAKES INVESTMENT MANAGEMENT, LLC

$398K

ATLANTIC FINANCIAL ASSET MANAGEMENT CORP.

$615K

Get the full picture on CREATIVE FINANCIAL STRATEGIES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CREATIVE FINANCIAL STRATEGIES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans