Wealth manager, bank-affiliated · Miami, FL
Creand Management
Beta Capital Management LLC · SEC-registered investment adviser · CRD 154894 · SEC 801-106772
At a glance
Creand Management is an SEC-registered investment adviser based in Miami, Florida, with $507 million in regulatory assets under management as of its Form ADV filed September 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 88 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 2,871st of 8,915 wealth managers and 7,777th of 17,210 SEC-registered advisers by assets.
Main office 305-358-8844creand.usLinkedInAs filed on Form ADV
- Regulatory AUM
- $507M
- Rank among wealth managers
- #2,871 of 8,915
- Rank among all SEC RIAs
- #7,777 of 17,210
- Rank in Florida
- #420 of 1,090
- Individual clients
- 88
- High-net-worth clients
- 88
- Accounts
- 134
- Discretionary
- 92% of AUM
- Employees
- 16
- Advisory staff
- 14
- Offices
- 1
Owners and executives on its Form ADV
- Noelia PovedanoChief Executive Officer, Director
- Maryori D. EscuderoChief Operations Officer
- Idelma D. HervisChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Creand Management is a hybrid RIA: 16 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Beta Capital Securities LLC and Creand Securities Panama SA.
- Beta Capital Securities LLC ↗CRD 38964
An introducing broker-dealer: its trades clear through Interactive Brokers, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
- Creand Securities Panama SA
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 88 | $294M | 58% |
| Other | 44 | $130M | 26% |
| Pooled investment vehicles | 1 | $49M | 10% |
| Charitable organizations | 1 | $34M | 7% |
Disciplinary disclosures
Creand Management answers yes to 8 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗creand.us ↗
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The full record on Creand Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,431 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Creand Management manage?
Creand Management reports $507 million in regulatory assets under management across 134 accounts, 92% of it on a discretionary basis, on its Form ADV filed September 24, 2026.
What kind of firm is Creand Management?
Creand Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons.
Who are Creand Management’s clients?
By assets, its largest client types are high-net-worth individuals ($294 million, 88 clients); other ($130 million, 44 clients); pooled investment vehicles ($49 million, 1 clients).
Does Creand Management have any disciplinary history?
Creand Management answers yes to 8 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Creand Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →