Creative Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Creative Investment Group provides personalized financial planning and both discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients) and institutional entities such as family offices, trusts, estates, private foundations, endowments, and qualified retirement plans. Like many team firms, it delivers ongoing portfolio management and retirement plan advisory alongside written financial plans tailored to each client’s circumstances.
The firm combines fundamental and technical analysis to build primarily equity‑focused portfolios while also using mutual funds, ETFs, fixed income, REITs, private funds and municipal securities as appropriate, and may recommend or overlay external managers for portions of a client’s assets. Creative also provides retirement‑plan fiduciary services and offers held‑away account services, assists clients with securities‑backed lending arrangements (with risk disclosures), and conducts periodic reviews and monitoring consistent with client objectives.
Compared with peers, Creative discloses several operational and outside‑business features that affect client relationships: it uses a third‑party technology platform (Pontera) to implement discretionary trading and participant‑level access in held‑away employer plan accounts (while absorbing the platform cost for clients), maintains separate administrative arrangements for certain collateral accounts custodied at Pershing, and reports related‑party real estate development activities and advisors’ outside registrations (broker‑dealer and insurance licenses), with attendant conflict disclosures and mitigation procedures.
Client services
Expertise
Fee options
Fixed fees for financial planning services up to $100,000 depending on complexity
$0+: Up to 1.50% annually for investment management services $0+: Up to 1.00% annually for retirement plan clients
Insurance commissions earned by advisory persons licensed as insurance professionals, separate from advisory fees
Minimum fee: $150 annual account administration fee, may be waived at discretion Fee-only: Fixed fees up to $100,000 for financial planning, charged as lump sum or quarterly installments
Main office
30 Burton Hills, Suite 550
Nashville TN 37215
Advisors at this office
6
Most active in
Florida · Indiana · Louisiana · Michigan · New York · Pennsylvania · Tennessee · Texas
Also doing business as
Creative Investment Group · Creative Investment Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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