Wealth manager, independent · SAN Diego, CA
Creative Capital Management Investments LLC
SEC-registered investment adviser · CRD 286567 · SEC 801-110056
At a glance
Creative Capital Management Investments LLC is an SEC-registered investment adviser based in SAN Diego, California, with $780 million in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 298 individual clients. By Form ADV it is a wealth manager, ranked 1,961st of 8,915 wealth managers and 6,190th of 17,210 SEC-registered advisers by assets.
Main office 619-298-3993myccmi.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $780M
- Rank among wealth managers
- #1,961 of 8,915
- Rank among all SEC RIAs
- #6,190 of 17,210
- Rank in California
- #721 of 1,873
- Individual clients
- 298
- High-net-worth clients
- 194
- Accounts
- 1,198
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Brian W. MatterChief Compliance Officer and Manager
- Matthew B. ShowleyManager
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed March 2026) names Morgan Stanley as the broker-dealer its advisers are registered with.
Tina began her career as a registered representative with Morgan Stanley.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 194 | $712M | 91% |
| Individuals | 104 | $65M | 8% |
| Pension and profit sharing plans | – | $3M | <1% |
Disciplinary disclosures
Creative Capital Management Investments LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗myccmi.com ↗
AtlasMembers
The full record on Creative Capital Management Investments LLC
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, 8 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 4,165 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Creative Capital Management Investments LLC manage?
Creative Capital Management Investments LLC reports $780 million in regulatory assets under management across 1,198 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Creative Capital Management Investments LLC?
Creative Capital Management Investments LLC 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.
Who are Creative Capital Management Investments LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($712 million, 194 clients); individuals ($65 million, 104 clients); pension and profit sharing plans ($3 million).
Does Creative Capital Management Investments LLC have any disciplinary history?
Creative Capital Management Investments LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Creative Capital Management Investments LLC’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 (2026-03-25), 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 →