# Creekside Capital, Inc.

> Creekside Capital, Inc. is an SEC-registered investment advisory firm in Knoxville, TN, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 108972
- Filed as: CREEKSIDE CAPITAL, INC.
- Legal name: McBrearty Capital Management Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108972
- AdvisorCensus page: https://advisorcensus.com/firm/creekside-capital-inc-knoxville-tn-108972

## Quick answers

**How is Creekside Capital, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Creekside Capital, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Creekside Capital, Inc. charge?**
Its Form ADV Part 2A brochure dated February 12, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Creekside Capital, Inc. located?**
Creekside Capital, Inc.'s principal office is in Knoxville, TN, according to its Form ADV.

**Is Creekside Capital, Inc. registered with the SEC or a state?**
Creekside Capital, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108972.

**How much does Creekside Capital, Inc. manage?**
Creekside Capital, Inc. reports $279,700,170 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (0% discretionary).

**How have Creekside Capital, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Creekside Capital, Inc.: Regulatory assets under management: $201,923,452 in the October 2021 data and $279,700,170 in the October 2026 data, up 39%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Creekside Capital, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); high net worth individuals (52); charitable organizations (3).

**Which custodians does Creekside Capital, Inc. use?**
Creekside Capital, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Creekside Capital, Inc. 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/108972

**Does Creekside Capital, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 12, 2026 says: "The minimum portfolio value is generally set at $500,000."

**What changed in Creekside Capital, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $244,145,183 to $279,700,170 (+15%).

## 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 February 12, 2026)

- Asset-based fee: 1% of assets a year

> The annual fee schedule, based on a percentage of assets under management, is 1.00%.

- Account minimum: $500,000

> The minimum portfolio value is generally set at $500,000.

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.

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: $279,700,170
- Discretionary: $0
- Non-discretionary: $279,700,170

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $48,415,996 |
| High net worth individuals | 52 | $224,676,914 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $25,505 |
| Charitable organizations | 3 | $5,752,277 |
| Corporations or other businesses not listed above | 3 | $829,478 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2000 (26 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [creeksidecapitalinc.com](https://creeksidecapitalinc.com)
- LinkedIn @creekside-capital-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $201,923,452 | 4 | March 15, 2021 |
| October 2022 | $226,923,478 | 4 | March 10, 2022 |
| October 2023 | $190,907,326 | 4 | May 18, 2023 |
| October 2024 | $221,061,138 | 4 | April 12, 2024 |
| October 2025 | $244,145,183 | 4 | February 18, 2025 |
| October 2026 | $279,700,170 | 4 | February 12, 2026 |

Regulatory assets under management: $201,923,452 in the October 2021 data and $279,700,170 in the October 2026 data, up 39%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $244,145,183 to $279,700,170 (+15%).

### January 2026
- No longer registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creekside Capital, Inc. (CRD 108972): Form ADV filing data as of October 2026.