A complete list of active advisors currently associated with Creekmur Asset Management, LLC

Warmer can help you find a great advisor at Creekmur Asset Management, LLC or one who fits your needs even better.

Creekmur Asset Management is a multi-advisor registered investment adviser that primarily serves individual and high‑net‑worth clients with discretionary portfolio management and a range of financial planning engagements, including one‑time comprehensive plans, subscription “Foundational” planning for accumulation‑stage clients, and modular one‑time planning. The firm manages approximately $800 million in regulatory assets, supports held‑away and participant‑level account management, and operates a wrap fee program while using third‑party custodians and platforms for account administration. The firm’s investment process combines client‑specific risk profiling (using third‑party risk tools such as Nitrogen/Riskalyze) with tailored asset allocation and discretionary implementation, and it may use mutual funds, ETFs, individual securities, interval funds, and products tied to digital‑asset exposure where suitable. Creekmur also integrates third‑party model managers and “signal providers” into certain strategies and uses an external platform provider (AE Wealth Management) for reporting, model management, and back‑office support. Distinctive features relative to many peers include the explicit pairing of higher‑touch legacy planning with a lower‑cost, subscription planning pathway for younger clients, and a reliance on multiple outsourced relationships — including AEWM, Altruist for a digital custodial pathway, a third‑party IMO (Advisors Excel), and a referral arrangement with StoneCastle’s CF Cash Program — that provide platform, marketing, or referral compensation and are disclosed as potential conflicts. The firm also emphasizes use of non‑affiliated model managers and third‑party technology to manage held‑away retirement participant accounts without taking custody, which shapes its operational model and client servicing.

To learn more about the advisors currently working at Creekmur Asset Management, 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.