Creative Capital Management Investments provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, business succession planning, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Creative Capital Management Investments reports 298 clients. They include 194 high-net-worth individuals and 104 individual clients. Of its assets, 99.9% ($780M across 1,194 accounts) are managed with discretion; $890K across 4 accounts are not. It advised 33 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 8% |
| High-net-worth individuals | 65% | 91% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 104 | $65.2M | 8.4% | $627K |
| High-net-worth individuals | 194 | $712M | 91.2% | $3.67M |
| Pension and profit-sharing plans | Fewer than 5 | $3.48M | 0.4% | — |
| Total | 298 | $780M | 100% | — |
- Clients
- 104
- Regulatory AUM
- $65.2M
- AUM share
- 8.4%
- Avg. per client
- $627K
- Clients
- 194
- Regulatory AUM
- $712M
- AUM share
- 91.2%
- Avg. per client
- $3.67M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.48M
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 298
- Regulatory AUM
- $780M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 33
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Creative Capital Management Investments charges 0.40%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.80% |
| $2M–$3M | 0.60% |
| $3M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning and Consulting (Stand-Alone)
- Stand-alone planning and consulting is negotiable, generally $2,500 to $10,000, or hourly at $90 to $310; no fee for investment advisory clients with over $4 million in liquid assets.
- First Step Financial Planning
- The First Step Financial Plan fee generally ranges from $2,000 to $4,000, with an initial retainer.
M Ohana Holdings LLC owns 25% to 50% of Creative Capital Management Investments and is in turn owned by Matter Revocable Trust (75% or more). The leadership team of Creative Capital Management Investments includes Chief Compliance Officer Brian Matter. It has 11 employees, 7 of them in advisory roles.
Leadership
Brian MatterChief Compliance Officer and Manager
Matthew ShowleyManager
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 7 in advisory functions
- 6 state-registered reps
- Owns 25% to 50% of Creative Capital Management Investments LLC
M Ohana Holdings LLC
Control person · since January 2017
- Owns 75% or more of M Ohana Holdings LLC
Matter Revocable Trust
since January 2017
Brian Matter
Trustee/beneficiary · Control person · since January 2017
Nicole Matter
Trustee/beneficiary · since January 2017
- Owns 25% to 50% of Creative Capital Management Investments LLC
James Family Holdings LLC
Control person · since January 2017
- Owns 75% or more of James Family Holdings LLC
Showley Revocable Trust
since January 2017
Matthew Showley
Trustee/beneficiary · Control person · since January 2017
Alexandra Showley
Trustee/beneficiary · since January 2017
- Owns 5% to 10% of Creative Capital Management Investments LLC
TKB Holdings Inc.
Control person · since July 2022
- Owns 75% or more of TKB Holdings Inc.
The Tyler J. Benson and Kimberly M. Benson Living Trust U/A Dated 03/12/2013
since July 2022
- Owns 75% or more of The Tyler J. Benson and Kimberly M. Benson Living Trust U/A Dated 03/12/2013
Kimberly Benson
Control person · since July 2022
Tyler Benson
Grantor and trustee · since July 2022
Creative Capital Management Investments’ regulatory assets grew 1.9× from $417M (March 2021) to $780M (March 2026); clients rose from 219 to 298 and employees from 7 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $780M | 298 | 11 | 1 |
| May 2025 | $668M | 285 | 11 | 1 |
| February 2024 | $586M | 268 | 10 | 1 |
| March 2023 | $488M | 241 | 10 | 1 |
| May 2022 | $510M | 230 | 9 | 1 |
| March 2021 | $417M | 219 | 7 | 1 |
Besides its headquarters, Creative Capital Management Investments has 0 offices, with 1 listed address in California.
California · 1 listed address
- 6265 Greenwich Drive, Suite 201, San DiegoHQ
Contact and registration details
- Legal name
- Creative Capital Management Investments LLC
- Headquarters
- 6265 Greenwich Drive, Suite 201, San Diego, CA 92122
- Website
- myccmi.com
- Phone
- 619-298-3993
- SEC file
- 801-110056
- Founded
- 1980
- Structure
- California LLC
- Fiscal year end
- December
Creative Capital Management Investments uses Charles Schwab ($747M) as custodian for its separately managed accounts. Creative Capital Management Investments has custody of $30.3M in client assets for 24 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $747M100%
At year end, Creative Capital Management Investments’ separately managed accounts were mostly in funds (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $433M across 1,438 positions; the largest are Dimensional World EX U.S. Core Equity 2 ETF (20.7%), Dimensional U.S. Core Equity 2 ETF (18.0%) and Dimensional Core Fixed Income ETF (14.6%).
What the accounts hold
- Stocks3%
- Funds92%
- Bonds4%
- Cash1%
Reported 13F holdings
- $433M
- Reported 13F value
- 1,438
- Positions
- 84.8%
- In the 10 largest
- +24.4%
- Value vs. prior quarter
- Dimensional World EX U.S. Core Equity 2 ETFETF20.7%
- Dimensional U.S. Core Equity 2 ETFETF18.0%
- Dimensional Core Fixed Income ETFETF14.6%
- Avantis U.S. Small Cap Value ETFETF8.7%
- Dimensional Global Real Estate ETFETF7.0%
- Pimco Multisector Bond Active Exchange-traded FundETF5.8%
- Dimensional Emerging Core Equity Market ETFETF5.8%
- Apple Inc.1.7%
- Powershares FTSE Rafi US 1000ETF1.7%
- Nvidia Corp.0.8%
Together, the ten largest are 84.8% of reported value.
How many clients does Creative Capital Management Investments have?
Creative Capital Management Investments has 298 clients and manages $780 million for them, as of March 2026. They include 194 high-net-worth individuals and 104 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Creative Capital Management Investments offer?
Creative Capital Management Investments provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, business succession planning, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Creative Capital Management Investments charge?
Creative Capital Management Investments charges 0.40%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears.
Which custodians does Creative Capital Management Investments use?
Creative Capital Management Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $747M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Creative Capital Management Investments have?
Creative Capital Management Investments has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Creative Capital Management Investments invest in?
At the end of its last fiscal year, Creative Capital Management Investments’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 4% state and local bonds, 3% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Creative Capital Management Investments?
Creative Capital Management Investments is owned through a chain of holding companies by Kimberly Benson. Its direct owners are M Ohana Holdings LLC, James Family Holdings LLC and TKB Holdings Inc., each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Creative Capital Management Investments get paid?
Creative Capital Management Investments is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Creative Capital Management Investments registered with the SEC?
Yes, Creative Capital Management Investments has been registered with the SEC as an investment adviser since 27 February 2017. Its CRD number is 286567 and its SEC file number is 801-110056.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Creative Capital Management Investments?
Creative Capital Management Investments’ main office is at 6265 Greenwich Drive, Suite 201, San Diego, CA 92122. Its phone number is 619-298-3993. Its website is myccmi.com.