RIA Intel›Advisers›North Carolina›CREATIVEVEST INC

CREATIVEVEST INC

Advisory

NC

Data as of Feb 17, 2026 · Source: SEC Form ADV

Average account

$268K

across 46 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, LA, NC, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

17 clients

12 high-net-worth

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

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Advisers of similar size in NC

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

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NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

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WAKE WEALTH MANAGEMENT CO.

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OHERRON & CO INC

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