Creekside Capital, Inc.
Creekside Capital, Inc. is an SEC-registered wealth manager in Knoxville, TN with $279.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Creekside Capital, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108972, SEC 801-57187, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $279.7M (2026-02-12)
- Firm type
- Wealth Manager
- Location
- Knoxville, TN
- Employees
- 4
- Clients
- 234
- CRD
- 108972
- Ownership
- MCBREARTY, JAMES, WILLIAM; HACKER, RACHEL, JOY; MCBREARTY, MARTIN, THOMAS; MCBREARTY, NANCY, E.
How much AUM does Creekside Capital, Inc. have?
Creekside Capital, Inc. reported $279.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Creekside Capital, Inc.?
Disclosed owners and executives of Creekside Capital, Inc. include MCBREARTY, JAMES, WILLIAM, HACKER, RACHEL, JOY, MCBREARTY, MARTIN, THOMAS, MCBREARTY, NANCY, E.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.