# Creative Investment Group

> Creative Investment Group is an SEC-registered investment advisory firm in Nashville, TN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 334028
- Filed as: CREATIVE INVESTMENT GROUP
- Legal name: Creative Investment Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334028
- AdvisorCensus page: https://advisorcensus.com/firm/creative-investment-group-nashville-tn-334028

## Quick answers

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

**What does Creative Investment Group's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Creative Investment Group located?**
Creative Investment Group's principal office is in Nashville, TN, according to its Form ADV.

**Is Creative Investment Group registered with the SEC or a state?**
Creative Investment Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 334028.

**How much does Creative Investment Group manage?**
Creative Investment Group reports $209,046,904 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (100% discretionary).

**How have Creative Investment Group's assets and staff changed since 2025?**
In the Form ADV data for Creative Investment Group: Regulatory assets under management: $145,840,421 in the October 2025 data and $209,046,904 in the October 2026 data, up 43%. Total employees: 6 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Creative Investment Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (50).

**Which custodians does Creative Investment Group use?**
Creative Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Creative Investment Group 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/334028

**Does Creative Investment Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Creative does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Creative Investment Group's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in IN, NY.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> The annual advisory fee ranges up to 1.50% (per annum).

> Retirement plan advisory clients will be charged an asset-based fee. The annual advisory fee for retirement plan clients ranges up to 1% (per annum).

- Account minimum: None

> Creative does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC
- Pershing Advisor Solutions LLC

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: $209,046,904
- Discretionary: $209,046,904
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $32,068,345 |
| High net worth individuals | 50 | $176,978,559 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, LA, MI, NY, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- creativeinvests.com
- LinkedIn @ci-g

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $145,840,421 | 6 | July 2, 2025 |
| October 2026 | $209,046,904 | 8 | June 4, 2026 |

Regulatory assets under management: $145,840,421 in the October 2025 data and $209,046,904 in the October 2026 data, up 43%.
Total employees: 6 in October 2025 and 8 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in IN, NY.

### January 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $145,840,421 to $205,861,022 (+41%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creative Investment Group (CRD 334028): Form ADV filing data as of October 2026.