A complete list of active advisors currently associated with Creative Capital Management Investments LLC

Warmer can help you find a great advisor at Creative Capital Management Investments LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Creative Capital Management Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.