Maumee, OH Office

Creekmur Asset Management is a team-based SEC-registered adviser managing roughly $800 million for about 1,900 individual and high-net-worth clients, providing discretionary portfolio management and a range of financial planning services (one-time comprehensive plans, subscription-based foundational planning for younger clients, and focused/hourly engagement options). The firm charges percentage-of-AUM advisory fees for managed accounts and also makes tax planning and preparation services available through its affiliated Impact Tax LLC.

Investment decisions are informed by third‑party tools and managers: Creekmur uses model managers and Signal Providers, aligns portfolios to client risk profiles with Nitrogen (formerly Riskalyze), and accesses AE Wealth Management’s technology platform for reporting and operations. The firm invests across mutual funds, ETFs, individual securities and interval/structured products where suitable, offers custody options that include Schwab, Fidelity and Altruist, and operates wrap-fee arrangements for eligible accounts.

Noteworthy differences from many peers include a multi-office footprint (11 offices) and the firm’s role as sponsor/manager of a wrap fee program, both of which are uncommon among similar team firms; Creekmur also discloses multiple third‑party platform, marketing, and referral relationships (e.g., AEWM, Advisors Excel, SmartAsset, StoneCastle) and a revenue‑sharing arrangement with Fispoke for cash and lending solutions (compensation disclosed as 0.00%–0.50%), all of which the brochure identifies as potential conflicts the firm seeks to manage through disclosure and periodic review.