CreativeVest Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,148,000
Clients
16
Advisors
1
of 1 employees
About
CreativeVest provides discretionary asset management and financial planning to individuals, high-net-worth individuals, and trusts or estates, and also offers consultative planning on an hourly basis for clients who prefer modular advice. The brochure describes ongoing portfolio management services delivered under an Investment Advisory Agreement and a separate written financial plan or ad hoc hourly engagements.
The firm’s investment process is customized to client objectives and time horizons and relies on fundamental and technical analysis, with strategies that may include mutual funds, ETFs, options, leveraged/inverse ETFs and, at client request, digital assets; the brochure includes detailed risk disclosures for each of these instrument types. CreativeVest executes trades through Interactive Brokers, requires client consent for fee debits and discretionary trading authority, and conducts annual account reviews with additional reviews triggered by material events.
What is noteworthy for a solo independent adviser is the firm’s attention to investment company considerations — the ADV includes a dedicated discussion of risks associated with open‑end mutual funds and ETFs, reflecting capacity to work with investment-company-related structures that is uncommon among peers. The brochure also discloses that the principal operates an online financial education business (about 10% of his time) and that the firm receives non-monetary operational benefits from its custodian, matters the firm discloses and manages through its code of ethics and written policies.
Client services
Fee options
$2,500 per individual; $5,000 per couple
2.00% annually
$250 per hour
Account minimum: $200,000
Main office
Charlotte NC
Advisors at this office
1
Most active in
California · Louisiana · North Carolina · Texas
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.
Forms ADV
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