{
  "crd_number": 159771,
  "slug": "creo-global-capital-llc-ann-arbor-mi-159771",
  "primary_business_name": "CREO GLOBAL CAPITAL LLC",
  "legal_name": "CREO GLOBAL CAPITAL LLC",
  "dbas": [],
  "city": "Ann Arbor",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "11460",
  "metro": {
    "cbsa_code": "11460",
    "common_name": "Ann Arbor",
    "msa_name": "Ann Arbor, MI",
    "path": "/advisors/mi/ann-arbor"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-03-09",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-05-08",
  "carried_forward": false,
  "raum_total": 22680045.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 22680045.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 611679.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 22068366.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "MI"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159771",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "ANN ARBOR",
  "url": "https://advisorcensus.com/firm/creo-global-capital-llc-ann-arbor-mi-159771",
  "display_name": "Creo Global Capital LLC",
  "summary": "Creo Global Capital LLC is a state-registered investment advisory firm in Ann Arbor, MI, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 8, 2026.",
  "citation": "AdvisorCensus. Creo Global Capital LLC (CRD 159771): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Creo Global Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Creo Global Capital LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Creo Global Capital LLC located?",
      "a": "Creo Global Capital LLC's principal office is in Ann Arbor, MI, according to its Form ADV."
    },
    {
      "q": "Is Creo Global Capital LLC registered with the SEC or a state?",
      "a": "Creo Global Capital LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 159771."
    },
    {
      "q": "How much does Creo Global Capital LLC manage?",
      "a": "Creo Global Capital LLC reports $22,680,045 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Creo Global Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (7)."
    },
    {
      "q": "Does Creo Global Capital LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). 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/159771"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/creo-global-capital-llc-ann-arbor-mi-159771.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 611679.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 22068366.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "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/159771",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}