Creative Investment Group
Creative Investment Group is an SEC-registered wealth manager in Nashville, TN with $209.0M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Creative Investment Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334028, SEC 801-131641, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $209.0M (2026-06-04)
- Firm type
- Wealth Manager
- Location
- Nashville, TN
- Employees
- 8
- Clients
- 144
- CRD
- 334028
- Ownership
- PALMER, JAIMIE, MICHELLE; Bars, Bradley, Joseph; Mejia, Skye, Knight; KIM, KEVIN, MIN; Malanowski, John
How much AUM does Creative Investment Group have?
Creative Investment Group reported $209.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Creative Investment Group?
Disclosed owners and executives of Creative Investment Group include PALMER, JAIMIE, MICHELLE, Bars, Bradley, Joseph, Mejia, Skye, Knight, KIM, KEVIN, MIN, Malanowski, John. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.