Creative Capital Management Investments LLC
● SEC registered since 2017CRD 286567SEC# 801-110056San Diego, CA
Reg. AUM
$780.4M
Employees
11
Accounts
1,198
Location
San Diego, CA
Creative Capital Management Investments LLC assets under management
Creative Capital Management Investments LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2017. It reports $780.4 million in regulatory assets under management and employs 11 people.
Creative Capital Management Investments LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Matter Control | Chief Compliance Officer And Manager | Under 5% | 2017 |
| James Family Holdings LLC Control | Member | 25-50% | 2017 |
| M Ohana Holdings LLC Control | Member | 25-50% | 2017 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Creative Capital Management Investments LLC manage?
Creative Capital Management Investments LLC reports $780.4 million in regulatory assets under management on its Form ADV.
How many employees does Creative Capital Management Investments LLC have?
Creative Capital Management Investments LLC reports 11 employees.
Where is Creative Capital Management Investments LLC located?
Creative Capital Management Investments LLC is based in San Diego, CA and has been SEC-registered since 2017.
Does Creative Capital Management Investments LLC disclose fund performance?
Creative Capital Management Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6265 Greenwich Drive, Suite 201, San Diego, CA 92122 |
| Phone | 619-298-3993 |
| Fax | 619-298-1976 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1957363 |
| Discloses disciplinary history | No |
Regulatory AUM
$780.4M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$780.4Mregulatory AUM
Discretionary $779.5MNon-discretionary $890K