{"url":"https://nivawealth.com/firms/creekmur-asset-management-306903","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306903","regulatoryAum":800048313,"crd":"306903","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6469376","suffix":null,"lastName":"ANDERSON","firstName":"JAMES","middleName":"HEROLD"},{"crd":"7376812","suffix":null,"lastName":"Bennett","firstName":"Tyler","middleName":null},{"crd":"4470298","suffix":null,"lastName":"BOWEN","firstName":"BRIAN","middleName":"WAYNE"},{"crd":"5843339","suffix":null,"lastName":"Creekmur","firstName":"Andrew","middleName":"Doyle"},{"crd":"7290433","suffix":null,"lastName":"Creekmur","firstName":"Connor","middleName":null},{"crd":"2226377","suffix":null,"lastName":"CREEKMUR","firstName":"JOHN","middleName":"MARK"},{"crd":"7486799","suffix":null,"lastName":"Cummins","firstName":"Owen","middleName":"Reed"},{"crd":"6932801","suffix":null,"lastName":"DePauw","firstName":"Darby","middleName":"Lynn"},{"crd":"6786583","suffix":null,"lastName":"ELFALLAH","firstName":"EMILY","middleName":"ELIZABETH"},{"crd":"5432286","suffix":null,"lastName":"FERGUSON","firstName":"JAMES","middleName":"MICHAEL"},{"crd":"8214838","suffix":null,"lastName":"Fitzgerald","firstName":"Jonah","middleName":"David"},{"crd":"1541731","suffix":"SR","lastName":"FULKERSON","firstName":"DENNIS","middleName":"ARNOLD"},{"crd":"6218985","suffix":null,"lastName":"GERACI","firstName":"NICOLE","middleName":"ANDREA"},{"crd":"8101188","suffix":null,"lastName":"Hauter","firstName":"Ryan","middleName":"William"},{"crd":"7938762","suffix":null,"lastName":"Mumme","firstName":"Nathan","middleName":"Andrew"},{"crd":"7009864","suffix":null,"lastName":"PERSONETT","firstName":"ROBERT","middleName":"ADAM"},{"crd":"6519867","suffix":null,"lastName":"PISEL","firstName":"ANDREW","middleName":"MICHAEL"},{"crd":"1613698","suffix":null,"lastName":"RANDALL","firstName":"CLARK","middleName":"DAVID"},{"crd":"1739990","suffix":null,"lastName":"WELLWERTS","firstName":"GRACE","middleName":"CATHERINE"},{"crd":"2732715","suffix":null,"lastName":"WHITAKER","firstName":"RAYMOND","middleName":"EDWIN"},{"crd":"7721751","suffix":null,"lastName":"WHITE","firstName":"MADISON","middleName":"BROOKE"},{"crd":"6285805","suffix":null,"lastName":"WOOLLARD","firstName":"NEAL","middleName":"DAVID"},{"crd":"6299869","suffix":null,"lastName":"Wright","firstName":"Christopher","middleName":"Scott"}],"total":23,"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":"2021-03-22","regulatoryAum":197438169,"clients":749,"employees":9,"offices":2},{"filedOn":"2022-07-13","regulatoryAum":243333922,"clients":858,"employees":12,"offices":3},{"filedOn":"2023-03-21","regulatoryAum":250821353,"clients":921,"employees":16,"offices":4},{"filedOn":"2024-05-15","regulatoryAum":410570726,"clients":1303,"employees":23,"offices":5},{"filedOn":"2025-05-02","regulatoryAum":561787874,"clients":1630,"employees":28,"offices":5},{"filedOn":"2026-09-17","regulatoryAum":800048313,"clients":1902,"employees":36,"offices":8}],"secFileNumber":"801-118002","legalName":"Creekmur Asset Management, LLC","displayName":"Creekmur Asset Management","slug":"creekmur-asset-management-306903","website":"https://creekmurwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/creekmur-wealth-advisors/","founded":null,"organization":"Illinois limited liability company","fiscalYearEnd":"December","headquarters":{"street":"805 West Jackson, Suite 301","city":"Morton","state":"IL","stateName":"Illinois","country":"United States","postalCode":"61550"},"tradeNames":[],"registration":{"secApproved":"24 January 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":416571.01265155507,"staff":{"employees":36,"advisory":15,"brokerDealerReps":0,"insuranceAgents":14,"promoters":0},"aum":{"regulatory":800048313,"discretionary":775273299,"discretionaryAccounts":3122,"nonDiscretionary":24775014,"nonDiscretionaryAccounts":30,"wrapProgram":2400144939,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1672,"regulatoryAum":304980429},{"label":"High-net-worth individuals","clients":225,"regulatoryAum":485254782},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":9813102}],"feePrograms":[{"role":"other","program":"Financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058273","versionId":1058273,"submittedOn":"2026-09-17","documentName":"CREEKMUR ASSET MANAGEMENT ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T07:40:03.632009+00:00","documents":[{"name":"CREEKMUR ASSET MANAGEMENT ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058273","versionId":1058273,"submittedOn":"2026-09-17"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058274","versionId":1058274,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":533435435},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":216432000}],"custodyNote":"Creekmur Asset Management has custody of $1.6M in client assets for 7 clients.","otherCustodians":[],"leadership":[{"name":"John Creekmur","title":"Chief Compliance Officer, Chief Investment Officer, President & Founder","crd":"2226377"},{"name":"Stacy Creekmur","title":"Chief Operations Officer","crd":"5720389"}],"ownership":[{"label":"Creekmur Holdings, LLC","detail":"Managing member in the 75% or more ownership band, since January 2025."},{"label":"Creekmur Legacy LLC","detail":"Indirect owner: a managing member of Creekmur Holdings, LLC in the 50% to 75% band, since January 2025.","parent":"Creekmur Holdings, LLC"},{"label":"John Creekmur","detail":"Indirect owner: a managing member of Creekmur Legacy LLC in the 50% to 75% band and a control person, since January 2025.","parent":"Creekmur Legacy LLC"},{"label":"Stacy Creekmur","detail":"Indirect owner: a managing member of Creekmur Legacy LLC in the 50% to 75% band and a control person, since January 2025.","parent":"Creekmur Legacy LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":7,"privateResidences":0},"listedOfficeAddresses":8,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":2,"addresses":[{"street":"48 E. Beaver Creek","city":"Avon"},{"street":"2650 W Belleview Ave","city":"Littleton"}]},{"state":"Illinois","offices":3,"addresses":[{"street":"805 West Jackson, Suite 301","city":"Morton","headquarters":true},{"street":"2404 E. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Creekmur Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Creekmur Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Creekmur Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Creekmur Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Creekmur Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Creekmur Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Creekmur Asset Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/creekmur-asset-management-306903/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-07","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2013091/000201309126000004/0002013091-26-000004-index.html","totalValue":2066711,"positionCount":6,"top10Share":1,"top10":[{"issuer":"Vanguard S&P 500 ETF","titleOfClass":"ETF","cusip":"922908363","value":877835,"shares":1278,"shareType":"SH","priorValue":569526,"priorShares":953},{"issuer":"iShares Core S&P Small-Cap ETF","titleOfClass":"ETF","cusip":"464287804","value":373643,"shares":2519,"shareType":"SH","priorValue":250050,"priorShares":2012},{"issuer":"Vanguard FTSE Developed Markets ETF","titleOfClass":"ETF","cusip":"921943858","value":331662,"shares":4655,"shareType":"SH","priorValue":225786,"priorShares":3524},{"issuer":"State Street SPDR Portfolio Emerging Markets ETF","titleOfClass":"ETF","cusip":"78463X509","value":232794,"shares":4496,"shareType":"SH","priorValue":157939,"priorShares":3367},{"issuer":"iShares MSCI EAFE Small-Cap ETF","titleOfClass":"ETF","cusip":"464288273","value":132750,"shares":1614,"shareType":"SH"},{"issuer":"Global X 1-3 Month T-Bill ETF","titleOfClass":"ETF","cusip":"37960A438","value":118027,"shares":1176,"shareType":"SH","priorValue":122961,"priorShares":1225}],"positionsListed":6,"positions":[{"issuer":"Vanguard S&P 500 ETF","titleOfClass":"ETF","cusip":"922908363","value":877835,"shares":1278,"shareType":"SH","priorValue":569526,"priorShares":953},{"issuer":"iShares Core S&P Small-Cap ETF","titleOfClass":"ETF","cusip":"464287804","value":373643,"shares":2519,"shareType":"SH","priorValue":250050,"priorShares":2012},{"issuer":"Vanguard FTSE Developed Markets ETF","titleOfClass":"ETF","cusip":"921943858","value":331662,"shares":4655,"shareType":"SH","priorValue":225786,"priorShares":3524},{"issuer":"State Street SPDR Portfolio Emerging Markets ETF","titleOfClass":"ETF","cusip":"78463X509","value":232794,"shares":4496,"shareType":"SH","priorValue":157939,"priorShares":3367},{"issuer":"iShares MSCI EAFE Small-Cap ETF","titleOfClass":"ETF","cusip":"464288273","value":132750,"shares":1614,"shareType":"SH"},{"issuer":"Global X 1-3 Month T-Bill ETF","titleOfClass":"ETF","cusip":"37960A438","value":118027,"shares":1176,"shareType":"SH","priorValue":122961,"priorShares":1225}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}