{"url":"https://nivawealth.com/firms/creative-capital-management-investments-286567","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286567","regulatoryAum":780406922,"crd":"286567","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6906180","suffix":null,"lastName":"Benson","firstName":"Kimberly","middleName":"Marie"},{"crd":"7507925","suffix":null,"lastName":"Hall","firstName":"Alana","middleName":null},{"crd":"2935642","suffix":null,"lastName":"MATTER","firstName":"BRIAN","middleName":"WILLIAM"},{"crd":"7033967","suffix":null,"lastName":"ORYANG","firstName":"JOSEPH","middleName":"CHRISTOPHER OKELLO"},{"crd":"6307535","suffix":null,"lastName":"SHOWLEY","firstName":"MATTHEW","middleName":"BLAIR"},{"crd":"2568561","suffix":null,"lastName":"Vieregg","firstName":"Tina","middleName":"M."}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-23","regulatoryAum":416638808,"clients":219,"employees":7,"offices":1},{"filedOn":"2022-05-02","regulatoryAum":510188103,"clients":230,"employees":9,"offices":1},{"filedOn":"2023-03-02","regulatoryAum":488344952,"clients":241,"employees":10,"offices":1},{"filedOn":"2024-02-01","regulatoryAum":586145856,"clients":268,"employees":10,"offices":1},{"filedOn":"2025-05-01","regulatoryAum":668245530,"clients":285,"employees":11,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":780406922,"clients":298,"employees":11,"offices":1}],"secFileNumber":"801-110056","legalName":"Creative Capital Management Investments LLC","displayName":"Creative Capital Management Investments","slug":"creative-capital-management-investments-286567","website":"https://myccmi.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1980","organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6265 Greenwich Drive, Suite 201","city":"San Diego","state":"CA","stateName":"California","country":"United States","postalCode":"92122"},"tradeNames":[],"registration":{"secApproved":"27 February 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2607130.265100671,"staff":{"employees":11,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":780406922,"discretionary":779516778,"discretionaryAccounts":1194,"nonDiscretionary":890144,"nonDiscretionaryAccounts":4,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":33},"clientTypes":[{"label":"Individuals (other than HNW)","clients":104,"regulatoryAum":65199897},{"label":"High-net-worth individuals","clients":194,"regulatoryAum":711724922},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":3482103}],"feePrograms":[{"role":"main","program":"Investment Advisory Services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":2000000,"pct":0.8,"from":1000000},{"to":3000000,"pct":0.6,"from":2000000},{"to":null,"pct":0.4,"from":3000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020417","versionId":1020417,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-17","documentName":"FORM ADV PART 2A & PART 2B","fee_rate_low":0.4,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting (Stand-Alone)","summary":"Stand-alone planning and consulting is negotiable, generally $2,500 to $10,000, or hourly at $90 to $310; 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Benson and Kimberly M. Benson Living Trust U/A Dated 03/12/2013","detail":"Indirect owner: a owner of TKB Holdings Inc. in the 75% or more band, since July 2022.","parent":"TKB Holdings Inc."},{"label":"Kimberly Benson","detail":"Indirect owner: grantor and trustee of The Tyler J. Benson and Kimberly M. Benson Living Trust U/A Dated 03/12/2013, since July 2022. Also a president of TKB Holdings Inc. in the 75% or more band and a control person, since July 2022.","parent":"The Tyler J. Benson and Kimberly M. Benson Living Trust U/A Dated 03/12/2013"},{"label":"Tyler Benson","detail":"Indirect owner: grantor and trustee of The Tyler J. Benson and Kimberly M. Benson Living Trust U/A Dated 03/12/2013, since July 2022.","parent":"The Tyler J. Benson and Kimberly M. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Creative Capital Management Investments offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Creative Capital Management Investments charge?","answer":"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.","source":"FORM ADV PART 2A & PART 2B, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Creative Capital Management Investments use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Creative Capital Management Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Creative Capital Management Investments invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Creative Capital Management Investments?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Creative Capital Management Investments get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Creative Capital Management Investments registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Creative Capital Management Investments?","answer":"Creative Capital Management Investments’ main office is at 6265 Greenwich Drive, Suite 201, San Diego, CA 92122. Its phone number is 619-298-3993. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}