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, written financial planning, and educational workshops to individuals, high‑net‑worth clients, trusts, and estates. While Item 7 of the brochure emphasizes individual and trust clients, the firm’s disclosures in Item 8 include an “Investment Companies Risk” discussion and references to mutual funds and ETFs, indicating the firm can work with investment company clients and pooled investment vehicles.
The firm’s investment approach combines fundamental and technical analysis and may use mutual funds, ETFs, options, leveraged/inverse ETFs, and, upon client request, digital assets. Financial planning is delivered as a structured engagement (three scheduled working sessions culminating in a written Investment Policy Statement and implementation checklist), with access to recorded curriculum and 30 days of post‑delivery email support; implementation and custody are the client’s responsibility.
Noteworthy aspects relative to peers include the explicit attention to investment company‑related considerations in its risk disclosures and the combination of group‑delivered educational content with individualized planning deliverables. The brochure also notes several operational choices that differentiate the firm: it requires Interactive Brokers as custodian, does not aggregate trades for multiple client accounts, and does not vote client proxies.
Client services
Expertise
Fee options
Financial Planning flat fee of $2,500 per individual and $5,000 per couple; fees negotiable for complex cases
2.00% annually
Account minimum: $200,000
Main office
Charlotte NC
Advisors at this office
1
Most active in
California · Louisiana · North Carolina · Texas
Also doing business as
Creativevest Inc · Financial Engineering School
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
Quick links
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