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CREEKMUR ASSET MANAGEMENT, LLC

MORTON, IL · CRD 306903 · IAPD ↗ · 309-925-2043

$800.0MRegulatory AUM
15Advisory reps
36Employees
0Clients
0Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — CREEKMUR ASSET MANAGEMENT, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2026 — CREEKMUR ASSET MANAGEMENT, LLC notice-filed in MD, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — CREEKMUR ASSET MANAGEMENT, LLC reported RAUM up 42% ($561.8M -> $800.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — CREEKMUR ASSET MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — CREEKMUR ASSET MANAGEMENT, LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — CREEKMUR ASSET MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — CREEKMUR ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($410.6M -> $561.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — CREEKMUR ASSET MANAGEMENT, LLC grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — CREEKMUR ASSET MANAGEMENT, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2024 — CREEKMUR ASSET MANAGEMENT, LLC notice-filed in GA, IA, KY, NV, NY, OK, PA, SC, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — CREEKMUR ASSET MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
March 2024 — CREEKMUR ASSET MANAGEMENT, LLC notice-filed in AL, AZ, CA, FL, IN, MI, MO, NC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2024 — CREEKMUR ASSET MANAGEMENT, LLC now reports custody of client assets ($1.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2024 — CREEKMUR ASSET MANAGEMENT, LLC reported RAUM up 64% ($250.8M -> $410.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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