# Creative Resources Investment Advisors LLC

> Creative Resources Investment Advisors LLC is a state-registered investment advisory firm in Cranston, RI, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 110484
- Filed as: CREATIVE RESOURCES INVESTMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cranston, RI
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110484
- AdvisorCensus page: https://advisorcensus.com/firm/creative-resources-investment-advisors-llc-cranston-ri-110484

## Quick answers

**How is Creative Resources Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Creative Resources Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Creative Resources Investment Advisors LLC located?**
Creative Resources Investment Advisors LLC's principal office is in Cranston, RI, according to its Form ADV.

**Is Creative Resources Investment Advisors LLC registered with the SEC or a state?**
Creative Resources Investment Advisors LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 110484.

**How much does Creative Resources Investment Advisors LLC manage?**
Creative Resources Investment Advisors LLC reports $16,723,086 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (71% discretionary).

**What types of clients does Creative Resources Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (20).

**Does Creative Resources Investment Advisors LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.D(2) (another regulator's finding of a 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110484

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $16,723,086
- Discretionary: $11,891,596
- Non-discretionary: $4,831,490

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $2,968,500 |
| High net worth individuals | 20 | $13,754,586 |

### 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: 2012 (14 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, MA, MO, NH, RI
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110484

### Websites listed on Form ADV (Item 1.I)
- criadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creative Resources Investment Advisors LLC (CRD 110484): Form ADV filing data as of October 2026.