Creekside Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$273,092,910
Clients
227
Advisors
2
of 4 employees
About
Creekside Capital advises individual investors (including both high‑net‑worth and non‑HNW clients), as well as pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations. The firm provides portfolio management, general consulting and retirement‑plan advisory services, including ERISA‑related fiduciary consulting for plan fiduciaries.
The firm develops a client Financial Profile and an Investment Plan tailored to each engagement and generally implements recommendations by selecting mutual funds, ETFs, individual stocks and bonds or by recommending separate account managers. Portfolios are managed on a non‑discretionary basis—Creekside Capital requires client approval before executing trades (typically under a limited power of attorney), a process that can delay execution and often precludes participation in block trades.
As of December 31, 2025, Creekside Capital reported about $279.7 million in assets under management entirely on a non‑discretionary basis, a practice that is uncommon among peers. The firm also discloses that client arrangements are agreed verbally rather than through written engagement agreements and that it routinely recommends and monitors third‑party managers and wrap programs, giving it an operational breadth that may be notable for a firm of its size.
Client services
Expertise
Occupation focus
Fee options
1.00% annually
$250 per hour for general consulting services
Account minimum: $500,000 Minimum fee: Minimum annual fee of $200 for accounts below $500,000
Main office
8901 Sony Lane
Knoxville TN 37923
Advisors at this office
2
Most active in
Florida · Georgia · North Carolina · South Carolina · Tennessee · Texas
Also doing business as
Creekside Capital, Inc. · Mcbrearty Capital Management Inc
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.
Quick links
Advisors at this firm
Rachel H
Knoxville, TN
Creekside Capital, Inc.
Rachel Hacker is a financial advisor with Creekside Capital, Inc. in Knoxville, TN, with 21 years of industry experience. She has worked at McBrearty Capital Management, Inc. since 2000. Outside of advisory work, she is a partner in Sony Lane Partnership, which owns the building housing McBrearty Capital Management. Creekside Capital advises individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides portfolio management and retirement-plan advisory services on a non-discretionary basis, typically implementing client-approved investment plans using mutual funds, ETFs, individual securities, and third-party managers.
Martin M
Knoxville, TN
Creekside Capital, Inc.
Martin Mcbrearty is a financial advisor with Creekside Capital, Inc. in Knoxville, TN, holding 21 years of industry experience. He has operated Mcbrearty Capital Management, Inc. since 2000. Outside of advising, he is a partner in Sony Lane Partnership, which owns the building housing his firm. Creekside Capital serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides portfolio management and retirement-plan advisory services, managing assets on a non-discretionary basis and utilizing mutual funds, ETFs, individual securities, and third-party managers.
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