← Tributary

CREATIVE INVESTMENT GROUP

NASHVILLE, TN · CRD 334028 · IAPD ↗ · creativeinvests.com · 615 949 9629

$209.0MRegulatory AUM
7Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
July 2026 — CREATIVE INVESTMENT GROUP notice-filed in IN, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
January 2026 — CREATIVE INVESTMENT GROUP reported RAUM up 41% ($145.8M -> $205.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — CREATIVE INVESTMENT GROUP notice-filed in FL, LA, MI, PA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — CREATIVE INVESTMENT GROUP now reports custody of client assets ($20.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
April 2025 — CREATIVE INVESTMENT GROUP grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — CREATIVE INVESTMENT GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
April 2025 — CREATIVE INVESTMENT GROUP reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
January 2025 — CREATIVE INVESTMENT GROUP (NASHVILLE, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.