{
  "crd_number": 154894,
  "slug": "creand-management-miami-fl-154894",
  "primary_business_name": "CREAND MANAGEMENT",
  "legal_name": "BETA CAPITAL MANAGEMENT LLC",
  "dbas": [
    "CREAND MANAGEMENT",
    "CREAND WEALTH MANAGEMENT"
  ],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-10-13",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 506620317.0,
  "raum_discretionary": 465382787.0,
  "raum_non_discretionary": 41237530.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 14,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 129500986.0,
      "count": 44,
      "description": "PERSONAL INVESTMENT COMPANIES - PICS"
    },
    "charitable": {
      "raum": 33998321.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 294395802.0,
      "count": 88
    },
    "pooled_investment_vehicles": {
      "raum": 48725208.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "PR",
    "TX"
  ],
  "websites": [
    "https://creand.us",
    "https://linkedin.com/company/creandwmus"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154894",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/creand-management-miami-fl-154894",
  "display_name": "Creand Management",
  "summary": "Creand Management is an SEC-registered investment advisory firm in Miami, FL, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Creand Management (CRD 154894): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Creand Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Creand Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is Creand Management located?",
      "a": "Creand Management's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Creand Management registered with the SEC or a state?",
      "a": "Creand Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 154894."
    },
    {
      "q": "How much does Creand Management manage?",
      "a": "Creand Management reports $506,620,317 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (92% discretionary)."
    },
    {
      "q": "How have Creand Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Creand Management: Regulatory assets under management: $305,949,173 in the October 2021 data and $506,620,317 in the October 2026 data, up 66%. Total employees: 49 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Creand Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (88); other (44); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Creand Management use?",
      "a": "Creand Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Creand Securities (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Creand Management report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154894"
    },
    {
      "q": "What changed in Creand Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 11 to 14."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 305949173.0,
      "total_employees": 49,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 468371189.0,
      "total_employees": 36,
      "filing_date": "2022-04-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 470294257.0,
      "total_employees": 38,
      "filing_date": "2023-05-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 508302111.0,
      "total_employees": 37,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 533350459.0,
      "total_employees": 37,
      "filing_date": "2025-06-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 506620317.0,
      "total_employees": 16,
      "filing_date": "2026-09-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 14."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Creand Securities",
      "name_as_filed": "CREAND SECURITIES",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/creand-management-miami-fl-154894.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 88,
      "fewer_than_5": false,
      "raum": 294395802.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 48725208.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 33998321.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 44,
      "fewer_than_5": false,
      "raum": 129500986.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154894",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}