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CREATIVE INVESTMENT GROUP
CREATIVE INVESTMENT GROUP LLC
CRD 334028 · SEC 801-131641
30 BURTON HILLS, SUITE 550, NASHVILLE, TN, 37215, United States
Phone
615 949 9629
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$209.0M
Discretionary AUM
$209.0M
Team
8 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $32.1M |
| High net worth individuals | 50 | $177.0M |
States served
IN, LA, MI, NY, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD