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CREDIT CAPITAL INVESTMENTS

LIVINGSTON, NJ · CRD 160537 · IAPD ↗ · 973-315-3000

$444.0MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2026 — CREDIT CAPITAL INVESTMENTS reported RAUM up 26% ($351.3M -> $444.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2026 — CREDIT CAPITAL INVESTMENTS reported RAUM up 33% ($264.6M -> $351.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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