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CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

SAN DIEGO, CA · CRD 286567 · IAPD ↗ · 619-298-3993

$780.4MRegulatory AUM
7Advisory reps
11Employees
33Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2025 — CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2025 — CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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