Creo Global Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Creo Global Capital LLC provides investment management primarily to high‑net‑worth individuals, trusts and other individual clients, managing about $22.7 million for a small client base and operating with no stated minimum portfolio size. Services are delivered for separate accounts on a non‑discretionary basis and include setting asset allocation targets, investing in equities, ETFs and mutual funds, and ongoing portfolio monitoring.
The firm’s investment approach emphasizes diversified, low‑turnover, tax‑efficient portfolios informed by top‑down macroeconomic themes and bottom‑up security selection; portfolios may include individual equities, mutual funds, and occasional non‑traded private placements. Although the firm generally operates non‑discretionarily in practice, it requires client approval prior to transactions, conducts periodic account reviews, and may aggregate trades across clients for execution.
What is distinctive about the firm is that it sponsors and operates a simplified wrap fee program in which it serves as sole manager and retains the program fee, a sponsorship arrangement that is uncommon among independent advisers. The brochure also discloses a prior consent order with state regulators in 2022 related to a failure to renew licenses, a regulatory matter the firm reports has been resolved.
Client services
Expertise
Fee options
$0+: 2.00% not specified - not specified: Fees may be negotiated lower at sole discretion of CGC based on various factors
Main office
1026 S. Main St.
Ann Arbor MI 48104
Advisors at this office
1
Most active in
Michigan
Also doing business as
Creo Global Capital LLC · Wolverine Global Capital LLC
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.
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