Roanoke, VA Second St. SW Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Creekmur Asset Management, LLC
Team
Firm-wide stats for Creekmur Asset Management, LLC
About
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.
Based on Creekmur Asset Management, LLC
Location
1315 Second St. SW
Roanoke VA 24016
Advisors at this office
3
Advisors at this office
Brian B
Series 63, Series 65
Roanoke, VA
Creekmur Asset Management, LLC
Brian Bowen is a financial advisor with Creekmur Asset Management, LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Creekmur in 2025, he worked for 15 years at Integrity Financial Planning, Inc. He is also a managing member of Impact Tax Group, LLC, which provides tax preparation and planning services. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to align investments with client risk profiles.
Emily E
Series 65
Roanoke, VA
Creekmur Asset Management, LLC
Emily Elfallah is a financial advisor at Creekmur Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Barron Wealth Strategies and Integrity Financial Planning, Inc. Outside of her advisory role, she is licensed as an insurance agent specializing in life, health, and fixed annuities. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to tailor portfolios to client risk profiles.
Madison W
Series 65
Roanoke, VA
Creekmur Asset Management, LLC
Madison White is a financial advisor at Creekmur Asset Management, LLC with three years of industry experience. They hold the Series 65 designation and have worked previously at Integrity Financial Planning, Inc. Madison also maintains a part-time role as a life, health, and fixed annuities insurance agent. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million across about 1,900 individual and high-net-worth clients, offering discretionary portfolio management and various financial planning services tailored to different client needs.
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