{
  "crd_number": 284357,
  "slug": "creative-money-llc-284357",
  "primary_business_name": "CREATIVE MONEY LLC",
  "legal_name": "CREATIVE MONEY LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-04-05",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 413
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "GA",
    "IL",
    "WA"
  ],
  "websites": [
    "https://creativemoney.biz",
    "https://facebook.com/CREATIVEMONEY",
    "https://instagram.com/cre8tive_money",
    "https://linkedin.com/company/creative-money"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284357",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.G",
      "question": "Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/creative-money-llc-284357",
  "display_name": "Creative Money LLC",
  "summary": "Creative Money LLC is a state-registered investment advisory firm, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Creative Money LLC (CRD 284357): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Creative Money LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Creative Money LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Creative Money LLC registered with the SEC or a state?",
      "a": "Creative Money LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 284357."
    },
    {
      "q": "What types of clients does Creative Money LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (413)."
    },
    {
      "q": "Does Creative Money LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years) and 11.G (pending regulatory proceeding). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284357"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/creative-money-llc-284357.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 413,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items 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/284357",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}