# Creand Management

> 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.

- CRD: 154894
- Filed as: CREAND MANAGEMENT
- Legal name: Beta Capital Management LLC
- Also doing business as: CREAND MANAGEMENT, CREAND WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154894
- AdvisorCensus page: https://advisorcensus.com/firm/creand-management-miami-fl-154894

## Quick answers

**How is Creand Management compensated?**
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.

**Where is Creand Management located?**
Creand Management's principal office is in Miami, FL, according to its Form ADV.

**Is Creand Management registered with the SEC or a state?**
Creand Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 154894.

**How much does Creand Management manage?**
Creand Management reports $506,620,317 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (92% discretionary).

**How have Creand Management's assets and staff changed since 2021?**
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.

**What types of clients does Creand Management serve?**
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).

**Which custodians does Creand Management use?**
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.

**Does Creand Management report any disciplinary disclosures?**
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

**What changed in Creand Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 14.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Creand Securities (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $506,620,317
- Discretionary: $465,382,787
- Non-discretionary: $41,237,530

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 88 | $294,395,802 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $48,725,208 |
| Charitable organizations | 1 | $33,998,321 |
| Other | 44 | $129,500,986 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 16 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PR, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154894

### Websites listed on Form ADV (Item 1.I)
- creand.us
- LinkedIn @creandwmus

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $305,949,173 | 49 | September 23, 2021 |
| October 2022 | $468,371,189 | 36 | April 14, 2022 |
| October 2023 | $470,294,257 | 38 | May 20, 2023 |
| October 2024 | $508,302,111 | 37 | September 12, 2024 |
| October 2025 | $533,350,459 | 37 | June 4, 2025 |
| October 2026 | $506,620,317 | 16 | September 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 14.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creand Management (CRD 154894): Form ADV filing data as of October 2026.