Creekmur Asset Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Creekmur Asset Management reports 1,902 clients. They include 1,672 individual clients, 225 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 96.9% ($775M across 3,122 accounts) are managed with discretion; $24.8M across 30 accounts are not. A wrap fee program the firm both sponsors and manages holds $2.4B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 38% |
| High-net-worth individuals | 12% | 61% |
| Pension and profit-sharing plans | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,672 | $305M | 38.1% | $182K |
| High-net-worth individuals | 225 | $485M | 60.7% | $2.16M |
| Pension and profit-sharing plans | 5 | $9.81M | 1.2% | $1.96M |
| Total | 1,902 | $800M | 100% | $421K |
- Clients
- 1,672
- Regulatory AUM
- $305M
- AUM share
- 38.1%
- Avg. per client
- $182K
- Clients
- 225
- Regulatory AUM
- $485M
- AUM share
- 60.7%
- Avg. per client
- $2.16M
- Clients
- 5
- Regulatory AUM
- $9.81M
- AUM share
- 1.2%
- Avg. per client
- $1.96M
Total
- Clients
- 1,902
- Regulatory AUM
- $800M
- AUM share
- 100%
- Avg. per client
- $421K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Creekmur Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Stand-alone financial planning is a fixed fee of $1,600 to $25,000; subscription planning is $1,000 to $10,000 a year; hourly planning is $400 an hour.
Creekmur Holdings, LLC owns 75% or more of Creekmur Asset Management and is in turn owned by Creekmur Legacy LLC (50–75%). The leadership team of Creekmur Asset Management includes President John Creekmur. It has 36 employees, 15 of them in advisory roles.
Leadership
John CreekmurChief Compliance Officer, Chief Investment Officer, President & Founder- Stacy CreekmurChief Operations Officer
Investment adviser representatives
23 representatives listed in the SEC register as of 9 October 2026.
Staff
- 36 employees
- 15 in advisory functions
- 15 state-registered reps
- 14 insurance agents
- Owns 75% or more of Creekmur Asset Management, LLC
Creekmur Holdings, LLC
since January 2025
- Owns 50% to 75% of Creekmur Holdings, LLC
Creekmur Legacy LLC
since January 2025
- Owns 50% to 75% of Creekmur Legacy LLC
John Creekmur
Control person · since January 2025
- Owns 50% to 75% of Creekmur Legacy LLC
Stacy Creekmur
Control person · since January 2025
Creekmur Asset Management’s regulatory assets grew 4.1× from $197M (March 2021) to $800M (September 2026); clients rose from 749 to 1,902 and employees from 9 to 36.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $800M | 1,902 | 36 | 8 |
| May 2025 | $562M | 1,630 | 28 | 5 |
| May 2024 | $411M | 1,303 | 23 | 5 |
| March 2023 | $251M | 921 | 16 | 4 |
| July 2022 | $243M | 858 | 12 | 3 |
| March 2021 | $197M | 749 | 9 | 2 |
Besides its headquarters, Creekmur Asset Management has 7 offices, with 8 listed addresses across 5 states.
Illinois · 3 listed addresses
- 805 West Jackson, Suite 301, MortonHQ
- 2404 E. Empire Street, Bloomngton
- 403 South Main St, Bourbonnais
Colorado · 2 listed addresses
- 48 E. Beaver Creek, Avon
- 2650 W Belleview Ave, Littleton
Ohio · 1 listed address
- 301 River RD., Maumee
South Carolina · 1 listed address
- 201 Roper Creek Drive, Greenville
Virginia · 1 listed address
- 1315 Second Street, SW, Roanoke
Contact and registration details
- Legal name
- Creekmur Asset Management, LLC
- Headquarters
- 805 West Jackson, Suite 301, Morton, IL 61550
- Website
- creekmurwealth.com
- Phone
- 309-925-2043
- @creekmur-wealth-advisors
- SEC file
- 801-118002
- Structure
- Illinois LLC
- Fiscal year end
- December
Creekmur Asset Management uses Charles Schwab ($533M, 71%) and Fidelity ($216M, 29%) as custodians for its separately managed accounts. Creekmur Asset Management has custody of $1.6M in client assets for 7 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $533M71%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $216M29%
At year end, Creekmur Asset Management’s separately managed accounts were mostly in stocks (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.07M across 6 positions; the largest are Vanguard S&P 500 ETF (42.5%), iShares Core S&P Small-cap ETF (18.1%) and Vanguard FTSE Developed Markets ETF (16.0%).
What the accounts hold
- Stocks95%
- Exchange-traded equities65%
- Non-exchange-traded equities30%
- Funds1%
- Bonds2%
- Cash2%
Reported 13F holdings
- $2.07M
- Reported 13F value
- 6
- Positions
- 100.0%
- In the 10 largest
- +55.8%
- Value vs. prior quarter
- Vanguard S&P 500 ETFETF42.5%
- iShares Core S&P Small-cap ETFETF18.1%
- Vanguard FTSE Developed Markets ETFETF16.0%
- State Street SPDR Portfolio Emerging Markets ETFETF11.3%
- iShares MSCI Eafe Small-cap ETFETF6.4%
- Global X 1-3 Month T-bill ETFETF5.7%
Together, the ten largest are 100.0% of reported value.
How many clients does Creekmur Asset Management have?
Creekmur Asset Management has 1,902 clients and manages $800 million for them, as of September 2026. They include 1,672 individual clients, 225 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does Creekmur Asset Management offer?
Creekmur Asset Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Creekmur Asset Management use?
Creekmur Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $533M and Fidelity Brokerage Services LLC (Smithfield, RI), with $216M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does Creekmur Asset Management have?
Creekmur Asset Management has 15 investment adviser representatives registered with state securities authorities, out of 36 employees, and 15 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 14 employees are 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 Creekmur Asset Management invest in?
At the end of its last fiscal year, Creekmur Asset Management’s separately managed accounts held 65% exchange-traded equities, 30% non-exchange-traded equities, 2% U.S. government and agency bonds, 2% cash and equivalents and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Creekmur Asset Management?
Creekmur Asset Management is owned through a chain of holding companies by John and Stacy Creekmur. Its direct owner is Creekmur Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does Creekmur Asset Management get paid?
Creekmur Asset Management 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
How do I contact Creekmur Asset Management?
Creekmur Asset Management’s main office is at 805 West Jackson, Suite 301, Morton, IL 61550. Its phone number is 309-925-2043. Its website is creekmurwealth.com.