# Creative Capital Management Investments LLC

> Creative Capital Management Investments LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 286567
- Filed as: CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286567
- AdvisorCensus page: https://advisorcensus.com/firm/creative-capital-management-investments-llc-san-diego-ca-286567

## Quick answers

**How is Creative Capital Management Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Creative Capital Management Investments LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Creative Capital Management Investments LLC located?**
Creative Capital Management Investments LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Creative Capital Management Investments LLC registered with the SEC or a state?**
Creative Capital Management Investments LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286567.

**How much does Creative Capital Management Investments LLC manage?**
Creative Capital Management Investments LLC reports $780,406,922 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Creative Capital Management Investments LLC's assets and staff changed since 2021?**
In the Form ADV data for Creative Capital Management Investments LLC: Regulatory assets under management: $416,638,808 in the October 2021 data and $780,406,922 in the October 2026 data, up 87%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Creative Capital Management Investments LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (194); individuals (other than high net worth individuals) (104).

**Which custodians does Creative Capital Management Investments LLC use?**
Creative Capital Management Investments LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Creative Capital Management Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286567

**What changed in Creative Capital Management Investments LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $668,245,530 to $780,406,922 (+17%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $780,406,922
- Discretionary: $779,516,778
- Non-discretionary: $890,144

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $65,199,897 |
| High net worth individuals | 194 | $711,724,922 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,482,103 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2017 (9 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myccmi.com
- Facebook @MYCCMI
- Instagram @my_ccmi
- LinkedIn @myccmi
- X @my_CCMI
- YouTube @MYCCMI

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $416,638,808 | 7 | March 23, 2021 |
| October 2022 | $510,188,103 | 10 | September 7, 2022 |
| October 2023 | $553,170,354 | 9 | September 21, 2023 |
| October 2024 | $586,145,856 | 10 | February 1, 2024 |
| October 2025 | $668,245,530 | 11 | May 1, 2025 |
| October 2026 | $780,406,922 | 11 | March 25, 2026 |

Regulatory assets under management: $416,638,808 in the October 2021 data and $780,406,922 in the October 2026 data, up 87%.
Total employees: 7 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $668,245,530 to $780,406,922 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creative Capital Management Investments LLC (CRD 286567): Form ADV filing data as of October 2026.