AdvisorCensus / Financial advisors / Illinois / Peoria / Creekmur Asset Management, LLC
Creekmur Asset Management, LLC is an SEC-registered investment advisory firm in Morton, IL, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Creekmur Asset Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Creekmur Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Creekmur Asset Management, LLC located?
Creekmur Asset Management, LLC's principal office is in Morton, IL, according to its Form ADV; the October 2026 filing also lists 7 other offices (Schedule D, Section 1.F).
Is Creekmur Asset Management, LLC registered with the SEC or a state?
Creekmur Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306903.
How much does Creekmur Asset Management, LLC manage?
Creekmur Asset Management, LLC reports $800,048,313 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (97% discretionary).
How have Creekmur Asset Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Creekmur Asset Management, LLC: Regulatory assets under management: $197,438,169 in the October 2021 data and $800,048,313 in the October 2026 data, up 305%. Total employees: 9 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Creekmur Asset Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,672); high net worth individuals (225); pension and profit sharing plans (but not the plan participants or government pension plans) (5).
Which custodians does Creekmur Asset Management, LLC use?
Creekmur Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Creekmur Asset Management, 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/306903
Does Creekmur Asset Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 18, 2026 says: "The firm requires a minimum account value of $100,000, which can be waived at CAM’s discretion."
What changed in Creekmur Asset Management, LLC's recent Form ADV filings?
In the October 2026 filing data: Added an office in Greenville, SC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The firm requires a minimum account value of $100,000, which can be waived at CAM’s discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$800,048,313 as of October 2026, filing dated September 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 36. Performing investment advisory functions: 15.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
7 other offices, as of the October 2026 filing
- States registered or notice-filed
-
27 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $800,048,313 | 36 | September 17, 2026 |
| October 2025 | $561,787,874 | 28 | May 2, 2025 |
| October 2024 | $410,570,726 | 23 | May 15, 2024 |
| October 2023 | $250,821,353 | 16 | March 21, 2023 |
| October 2022 | $243,333,922 | 12 | July 13, 2022 |
| October 2021 | $197,438,169 | 9 | March 22, 2021 |
Regulatory assets under management: $197,438,169 in the October 2021 data and $800,048,313 in the October 2026 data, up 305%.
Total employees: 9 in October 2021 and 36 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Added an office in Greenville, SC.
- April 2026
- Regulatory assets under management went from $561,787,874 to $800,048,313 (+42%).
- Registered or notice-filed in MD, NH.
- December 2025
- Registered or notice-filed in LA.
- November 2025
- Added an office in Littleton, CO.
- Added an office in Roanoke, VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Creekmur Asset Management, LLC (CRD 306903): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/creekmur-asset-management-llc-morton-il-306903