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CREAND MANAGEMENT

MIAMI, FL · CRD 154894 · IAPD ↗ · creand.us · 305-358-8844

$506.6MRegulatory AUM
14Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
3States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — CREAND MANAGEMENT's Item 11 disclosure-reporting entries rose by 7 (1 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
71
April 2026 — CREAND MANAGEMENT grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
April 2025 — CREAND MANAGEMENT changed its website from creditandorragroup.com to creand.us.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — CREAND MANAGEMENT shrank from 17 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
December 2024 — CREAND MANAGEMENT notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — CREAND MANAGEMENT's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2024 — CREAND MANAGEMENT crossed $500M in regulatory AUM ($470.3M -> $508.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — CREAND MANAGEMENT grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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