{
  "crd_number": 306903,
  "slug": "creekmur-asset-management-llc-morton-il-306903",
  "primary_business_name": "CREEKMUR ASSET MANAGEMENT, LLC",
  "legal_name": "CREEKMUR ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "Morton",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "37900",
  "metro": {
    "cbsa_code": "37900",
    "common_name": "Peoria",
    "msa_name": "Peoria, IL",
    "path": "/advisors/il/peoria"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-01-24",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": 800048313.0,
  "raum_discretionary": 775273299.0,
  "raum_non_discretionary": 24775014.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 36,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 304980429.0,
      "count": 1672
    },
    "pension_profit_sharing": {
      "raum": 9813102.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 485254782.0,
      "count": 225
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MD",
    "MI",
    "MO",
    "NC",
    "NH",
    "NV",
    "NY",
    "OH",
    "OK",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://creekmurwealth.com",
    "https://facebook.com/CreekmurWealth",
    "https://instagram.com/creekmurwealth",
    "https://linkedin.com/company/creekmur-wealth-advisors",
    "https://youtube.com/@BeyondTheStatusQuo",
    "https://youtube.com/@CreekmurWealth",
    "https://youtube.com/@creekmurwealthadvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306903",
  "city_as_filed": "MORTON",
  "url": "https://advisorcensus.com/firm/creekmur-asset-management-llc-morton-il-306903",
  "display_name": "Creekmur Asset Management, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Creekmur Asset Management, LLC (CRD 306903): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Creekmur Asset Management, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Creekmur Asset Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Flat fee: $1,600 to $25,000 (True Wealth Legacy Planning: Stand-alone financial planning); Subscription: $500 to $2,500 a year (Foundational Financial Planning: On-going, subscription based, foundational financial planning services for younger gene). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Creekmur Asset Management, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Creekmur Asset Management, LLC registered with the SEC or a state?",
      "a": "Creekmur Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306903."
    },
    {
      "q": "How much does Creekmur Asset Management, LLC manage?",
      "a": "Creekmur Asset Management, LLC reports $800,048,313 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (97% discretionary)."
    },
    {
      "q": "How have Creekmur Asset Management, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Creekmur Asset Management, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Creekmur Asset Management, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Creekmur Asset Management, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Creekmur Asset Management, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Creekmur Asset Management, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Greenville, SC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 197438169.0,
      "total_employees": 9,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 243333922.0,
      "total_employees": 12,
      "filing_date": "2022-07-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 250821353.0,
      "total_employees": 16,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 410570726.0,
      "total_employees": 23,
      "filing_date": "2024-05-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 561787874.0,
      "total_employees": 28,
      "filing_date": "2025-05-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 800048313.0,
      "total_employees": 36,
      "filing_date": "2026-09-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Greenville, SC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $561,787,874 to $800,048,313 (+42%).",
        "Registered or notice-filed in MD, NH."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Littleton, CO.",
        "Added an office in Roanoke, VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,600 to $25,000 (True Wealth Legacy Planning: Stand-alone financial planning)",
      "Subscription: $500 to $2,500 a year (Foundational Financial Planning: On-going, subscription based, foundational financial planning services for younger gene)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The firm requires a minimum account value of $100,000, which can be waived at CAM’s discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,600 to $25,000 (True Wealth Legacy Planning: Stand-alone financial planning)"
        ],
        "quotes": [
          "True Wealth Legacy Planning: Stand-alone financial planning fees are fixed and range from $1,600 to $25,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $500 to $2,500 a year (Foundational Financial Planning: On-going, subscription based, foundational financial planning services for younger gene)"
        ],
        "quotes": [
          "Foundational Financial Planning: On-going, subscription based, foundational financial planning services for younger generational clients range from $500-$2500 annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1600.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "True Wealth Legacy Planning: Stand-alone financial planning"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 500.0,
          "max": 2500.0,
          "period": "annual",
          "service": "Foundational Financial Planning: On-going, subscription based, foundational financial planning services for younger gene"
        }
      ]
    },
    "quotes": [
      "The firm requires a minimum account value of $100,000, which can be waived at CAM’s discretion.",
      "True Wealth Legacy Planning: Stand-alone financial planning fees are fixed and range from $1,600 to $25,000.",
      "Foundational Financial Planning: On-going, subscription based, foundational financial planning services for younger generational clients range from $500-$2500 annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/creekmur-asset-management-llc-morton-il-306903.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1672,
      "fewer_than_5": false,
      "raum": 304980429.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 225,
      "fewer_than_5": false,
      "raum": 485254782.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 9813102.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/306903",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}