Creative Capital Management Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Creative Capital Management Investments LLC works with high‑net‑worth individuals, professionals, owners of closely held businesses, retirement plans, and families in business, and accepts referrals for specialized matters such as estate settlement, tax planning, divorce, inheritance, and succession planning. The firm provides discretionary investment management as well as stand‑alone financial planning services and a First Step Financial Plan geared to clients with less complex financial lives.
The firm’s investment approach is long‑term and informed by Modern Portfolio Theory, emphasizing diversified exposures implemented primarily through institutional‑class mutual funds, ETFs, REITs, bonds and bank instruments, with periodic rebalancing and attention to size/value market factors. CCMI typically manages accounts on a discretionary basis, treats cash as an asset class, may allocate municipal bond exposure to an independent manager, expressly disclaims recommending cryptocurrency, and discloses the controlled use of AI tools in its advisory processes.
Noteworthy details in the brochure include an emphasis on regular written reporting and more “reader‑friendly” client communications alongside routine custodian statements, and explicit reliance on publicly available third‑party research and custodian‑provided resources to support investment decisions. The firm also documents specific practices for managing private investment fund positions (including valuation conventions), operates under a fee‑only fiduciary model, and combines HNW client work with a defined entry‑level planning offering—an uncommon service mix for a team of its size.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally range from $2,500 to $10,000; First Step Financial Plan fee ranges from $2,000 to $4,000
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.40%
Hourly fees range from $90 to $310 depending on services and professional
Account minimum: $500,000 Fee-only: Financial planning fees generally range from $2,500 to $10,000 depending on hours; Hourly fees range from $90 to $310; First Step Financial Plan fees range from $2,000 to $4,000
Main office
6265 Greenwich Drive, Suite 201
San Diego CA 92122
Advisors at this office
6
Most active in
Arizona · California · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brian M
CFP®
San Diego, CA
Creative Capital Management Investments LLC
Brian Matter is a CFP® professional with 12 years of experience in financial advising. He has been with Creative Capital Management Investments LLC since 2017 and was previously with Creative Capital Management Inc from 2010 to 2017. The firm provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families in business. Their investment approach is evidence-based and grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification, and cost efficiency, with customized portfolios reviewed periodically.
Joseph O
Series 63, Series 65
San Diego, CA
Creative Capital Management Investments LLC
Joseph Oryang is a financial advisor at Creative Capital Management Investments LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Creative Capital, he worked at Bank of Utah and Fidelity Brokerage Services, and earlier was employed by doTERRA International LLC. Creative Capital Management Investments LLC serves high-net-worth individuals, professionals, business owners, and families, offering discretionary investment management and financial planning services. The firm follows a long-term investment approach informed by Modern Portfolio Theory and emphasizes diversified exposures using institutional-class funds and regular client communications.
Alana H
CFP®, Series 65
San Diego, CA
Creative Capital Management Investments LLC
Alana Hall is a CFP® and Series 65-licensed advisor with Creative Capital Management Investments LLC, bringing three years of industry experience. Her prior roles include positions at Casa Gabriela, Abacus, Financial Haus - North Star Subsidiary, and Local360 & Et Voila. Creative Capital Management Investments LLC provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, offering customized portfolios and specialized consulting in areas such as estate and tax planning.
Matthew S
CFP®
San Diego, CA
Creative Capital Management Investments LLC
Matthew Showley is a CFP® with 12 years of industry experience, currently serving as an advisor at Creative Capital Management Investments LLC since 2017. Prior to this, he worked at Creative Capital Management Inc from 2006 to 2017. Creative Capital Management Investments LLC provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families in business. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, offering customized portfolios and specialized consulting in areas such as estate planning, tax planning, and business succession.
Tina V
CFP®, Series 63
San Diego, CA
Creative Capital Management Investments LLC
Tina Vieregg is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Capital Management Investments LLC since 2021. Her prior experience includes roles at Seaside Wealth Management, Inc., eMoney Advisor, LLC, and Gries Financial LLC. Creative Capital Management Investments LLC is a fee-only advisory firm serving individuals, high-net-worth clients, professionals, business owners, retirement plans, and families in business. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and offers customized portfolio management, financial planning, and specialized consulting services.
Kimberly B
CFP®
San Diego, CA
Creative Capital Management Investments LLC
Kimberly Benson is a CFP® professional with eight years of experience in financial advisory services. She has been with Creative Capital Management since 2015, including its current iteration, Creative Capital Management Investments LLC, where she works as part of a six-advisor team based in San Diego, CA. Creative Capital Management Investments LLC provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, professionals, business owners, retirement plans, and families. The firm employs a long-term, evidence-based investment approach grounded in Modern Portfolio Theory, offering customized portfolios and specialized consulting in areas such as estate and tax planning, divorce settlement, inheritance, and business succession.
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