A complete list of active advisors currently associated with Creekside Capital, Inc.

Warmer can help you find a great advisor at Creekside Capital, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Creekside Capital, Inc., 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.