# 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.

- CRD: 306903
- Filed as: CREEKMUR ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Morton, IL
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306903
- AdvisorCensus page: https://advisorcensus.com/firm/creekmur-asset-management-llc-morton-il-306903

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> The firm requires a minimum account value of $100,000, which can be waived at CAM’s discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services 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: $800,048,313
- Discretionary: $775,273,299
- Non-discretionary: $24,775,014

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,672 | $304,980,429 |
| High net worth individuals | 225 | $485,254,782 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $9,813,102 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 36 total, 15 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Avon, CO
- Bloomngton, IL
- Bourbonnais, IL
- Greenville, SC
- Littleton, CO
- Maumee, OH
- Roanoke, VA

### Websites listed on Form ADV (Item 1.I)
- creekmurwealth.com
- Facebook @CreekmurWealth
- Instagram @creekmurwealth
- LinkedIn @creekmur-wealth-advisors
- YouTube @BeyondTheStatusQuo
- YouTube @CreekmurWealth
- YouTube @creekmurwealthadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $197,438,169 | 9 | March 22, 2021 |
| October 2022 | $243,333,922 | 12 | July 13, 2022 |
| October 2023 | $250,821,353 | 16 | March 21, 2023 |
| October 2024 | $410,570,726 | 23 | May 15, 2024 |
| October 2025 | $561,787,874 | 28 | May 2, 2025 |
| October 2026 | $800,048,313 | 36 | September 17, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creekmur Asset Management, LLC (CRD 306903): Form ADV filing data as of October 2026.