$126.6M Total AUM
$126.6M Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- PioneerPrime
- Established Date
- 06-19-1996
- Office Locations
- 1
Office Locations
339 Main Street 2ND Floor Franklin TN
About Carmichael Creel Investments
Carmichael Creel Investments is a boutique RIA founded in 1993 by Claude Carmichael, CFA. The firm delivers customized portfolio management and financial advice for individuals and entities such as trusts, retirement, corporate and pension accounts nationwide. Portfolios are built client-by-client across equities, fixed income and cash, and public data shows SMA exposures skew toward ETFs.
Team overview
-- AVG AGE
$126.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
30.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
North North harbor Legacy Bridge Alpha Pathway wave
Client Personas
Pathway capital
Custodian
Capital Momentum radial Matrix Crest Peak unison
Investment Vehicles
Ember fusion
Platform
Capital bridge
Services
Signal meridian Focus harbor
Technology
Oak Alpha meridian
Owner & Executives
CLAUDE RUDY CARMICHAEL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #710241
- Ownership
- 75% or more
(616) 407-8719
atlas.wave@deltacapital.com
in linkedin.com/in/fusion-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,644,840 | $623,866 |
| Non-Discretionary | $0 | -- |
| Total | $126,644,840 | $623,866 |
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Separately Managed Accounts
Total SMA Asset: $126,644,840
Equity - Exchange:
32.3% Cash:
11.6% Public Funds:
34.1% U.S. Government/Agency:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,280,269,953 | 32.3% |
| Cash | $818,920,478 | 11.6% |
| Public Funds | $2,407,343,820 | 34.1% |
| U.S. Government/Agency | $1,553,125,046 | 22.0% |
| Total | $7,059,659,297 | 100.0% |