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Creativeone Securities, LLC

● SEC registered since 2013CRD 152974SEC# 801-78158Overland Park, KS
Export (members)
Reg. AUM
$2.54B
Employees
196
Accounts
12,485
Location
Overland Park, KS

Creativeone Securities, LLC assets under management

Creativeone Securities, LLC operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2013. It reports $2.5 billion in regulatory assets under management and employs 196 people.

Creativeone Securities, LLC owners & executives

7 reported
NameTitleOwnershipSince
Chang Shin ControlCcoUnder 5%2026
Creative One Marketing Corporation ControlSole MemberOver 75%2009
James Edmond Clements ControlPresidentUnder 5%2026
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Frequently asked questions

How much does Creativeone Securities, LLC manage?

Creativeone Securities, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Creativeone Securities, LLC have?

Creativeone Securities, LLC reports 196 employees.

Where is Creativeone Securities, LLC located?

Creativeone Securities, LLC is based in Overland Park, KS and has been SEC-registered since 2013.

Does Creativeone Securities, LLC disclose fund performance?

Creativeone Securities, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
Phone913-814-6097
Fax913-273-1453
Office hoursFri 8a.m.-4p.m.
SEC regionDenver Regional Office (DRO)
CIK1482579
Discloses disciplinary historyYes

Regulatory AUM

$2.54B▲ 20%
Mar '25 — $2.13BApr '25 — $2.13BMay '25 — $2.13BJun '25 — $2.13BJul '25 — $2.13BAug '25 — $2.13BSep '25 — $2.13BOct '25 — $2.13BNov '25 — $2.13BDec '25 — $2.13BJan '26 — $2.13BFeb '26 — $2.13BMar '26 — $2.54BApr '26 — $2.54BMay '26 — $2.54BJun '26 — $2.54B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers

Assets under management

$2.54Bregulatory AUM
Discretionary $2.43BNon-discretionary $113.7M