Brian Matter has been Chief Compliance Officer and Manager of Creative Capital Management Investments since January 2017, is a control person of the firm and directly owns under 5% of it. Brian Matter holds a B.S. in Business Management from Brigham Young University.
Creative Capital Management Investments LLC is a San Diego, CA firm with $780M under management, 298 clients and 7 advisers in one office, as of its March 2026 filing.
Brian Matter is Principal and owner of Creative Capital Management Investments (CCMI) and also serves as its Chief Compliance Officer. He specializes in helping business owners with investment selection, risk management, estate planning strategies, succession plans, and retirement options. Matter purchased CCMI in 2017 and previously worked as a Senior Manager on the Advisory Services team at Ernst & Young LLP.
Brian Matter’s longest registration is the current one, 9 years at Creative Capital Management Investments since 2017. Before joining Creative Capital Management Investments in 2017, Brian Matter was registered through Creative Capital Management Inc.
- – present · 9 yearsSan Diego, CA · Adviser representative · Firm CRD 286567
- Creative Capital Management Inc– · 3 yearsSan Diego, CA · Adviser representative · Firm CRD 112363
Professional designations
Listed by Creative Capital Management Investments
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
- Certified Exit Planning Advisor® (CEPA)
Investment adviser representative registrations
Brian Matter is registered as an investment adviser representative in 2 states. The first approvals date from April 2017; the most recent is Texas, in October 2017.
- CaliforniaSince 28 April 2017
- TexasSince 18 October 2017
Examinations
No examinations are on Brian Matter’s record.
- Full name
- Brian William Matter
- CRD
- 2935642
- Firm
- Creative Capital Management Investments · CRD 286567
- Role
- Chief Compliance Officer and Manager
- Office
- 6265 GREENWICH DRIVE, SUITE 201, San Diego, CA 92122
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myccmi.com
Where does Brian Matter work?
Brian Matter has been Chief Compliance Officer and Manager of Creative Capital Management Investments LLC since January 2017, and is a control person of the firm.
Is Brian Matter a financial advisor?
Yes. Brian Matter has a current investment-adviser registration in California and Texas, through Creative Capital Management Investments since April 2017.
How many years of experience does Brian Matter have?
Brian Matter has 12 years in the financial industry, since February 2014, across 2 adviser firms.
Where is Brian Matter based?
Brian Matter’s registered office is in San Diego, CA.
Is Brian Matter registered with FINRA?
No. Brian Matter has no current broker registration.
Is Brian Matter a CFP?
Creative Capital Management Investments lists Brian Matter with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brian Matter’s record?
Search CRD 2935642 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Matter’s full registration record.
