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Creative Investment Group

Updated today

Client AUM

$209,046,904

Clients

144

Advisors

6

of 8 employees

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) Cash flow / budgeting

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Fee options

Fixed

Fixed fees for financial planning services up to $100,000 depending on complexity

Percentage

$0+: Up to 1.50% annually for investment management services $0+: Up to 1.00% annually for retirement plan clients

Commissions

Insurance commissions earned by advisory persons licensed as insurance professionals, separate from advisory fees

Other

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

Advisors at this firm

user avatar

Alex B

Series 66

Nashville, TN

Creative Investment Group

Alex Bars is a financial advisor at Creative Investment Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC. Prior to his financial career, Bars was employed by the Las Vegas Raiders and Chicago Bears. Outside of advising, he is involved in a small non-investment business as a landlord for Smoke Meats 64. Creative Investment Group provides personalized financial planning and investment management to individuals and institutional clients, including high-net-worth families and qualified retirement plans. The firm utilizes both fundamental and technical analysis to manage primarily equity-focused portfolios and offers a range of investment options along with retirement-plan fiduciary services and held-away account support.

Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Bradley B

Series 66

Nashville, TN

Creative Investment Group

Bradley Bars is a financial advisor at Creative Investment Group in Nashville, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Creative Investment Group in 2025, he worked at LPL Financial, Merrill, Bank of America, Fifth Third Bank, and Insurance Professionals of Tennessee. Outside of his advisory role, Bars is involved in multiple real estate rental ventures. Creative Investment Group provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as institutional entities such as family offices and trusts. The firm uses a combination of fundamental and technical analysis to construct primarily equity-focused portfolios and offers a range of investment options alongside retirement-plan fiduciary and held-away account services.

Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Skye M

Series 66

Nashville, TN

Creative Investment Group

Skye Mejia is a financial advisor at Creative Investment Group with eight years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial LLC, Bank of America, and Merrill Lynch. Outside of her advisory role, Mejia is an investor in a quick service restaurant business in Nashville. Creative Investment Group is a SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as institutional clients such as family offices, trusts, and endowments. The firm offers portfolio management and financial planning services, employing a long-term investment approach with flexibility for tactical adjustments across a broad range of asset classes.

Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

William K

Series 63, Series 65, Series 66

Nashville, TN

Creative Investment Group

William Keegan III is a financial advisor at Creative Investment Group with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Creative Investment Group, he worked at Pacer Financial, Inc., Columbia Management Investment Distributors, Inc., and Fidelity Investments. Creative Investment Group provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as institutional entities such as family offices and qualified retirement plans. The firm employs both fundamental and technical analysis to construct equity-focused portfolios and offers additional services such as retirement-plan fiduciary oversight and securities-backed lending assistance.

Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Thomas R

Series 65

Nashville, TN

Creative Investment Group

Thomas Rush is a financial advisor with Creative Investment Group in Nashville, TN. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Creative Investment Group, Rush worked with the Pittsburgh Steelers and Tennessee Titans and has experience in development with Clear Creek Development. Creative Investment Group serves individual clients, including high-net-worth households, as well as institutional clients such as family offices and endowments. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a broad investable universe and combining fundamental and technical analysis with a generally long-term investment orientation.

Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Camden J

Series 65

Nashville, TN

Creative Investment Group

Camden Johns is a financial advisor with Creative Investment Group in Nashville, TN, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Aperture Group, The Select Group, Collabera Inc, and Agilea Solutions. Outside of finance, he is involved in an event photography business called Spin360 Photobooth. Creative Investment Group serves individual clients, including high-net-worth households, as well as institutional and entity clients such as family offices, trusts, and endowments. The firm offers portfolio management, financial planning, and retirement-plan advisory, using a broad investable universe and a combination of fundamental and technical analysis within a generally long-term orientation.

Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) Cash flow / budgeting
View complete list of advisors at this firm
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