← Tributary

CARMICHAEL CREEL INVESTMENTS

FRANKLIN, TN · CRD 118468 · IAPD ↗ · 615-595-5825

$126.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2025 — CARMICHAEL CREEL INVESTMENTS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2025 — CARMICHAEL CREEL INVESTMENTS reported RAUM up 26% ($113.0M -> $141.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — CARMICHAEL CREEL INVESTMENTS (FRANKLIN, TN) is newly SEC-registered with $113.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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