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CREEKSIDE CAPITAL, INC.

KNOXVILLE, TN · CRD 108972 · IAPD ↗ · 865-693-5300

$279.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
May 2024 — CREEKSIDE CAPITAL, INC. notice-filed in FL, GA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
March 2024 — CREEKSIDE CAPITAL, INC. changed its website from mcbreartycapital.com to creeksidecapitalinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.