CRD: 286567
Creative Capital Management Investments LLC
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- Custodian
- Charles Schwab & Company · Empower · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-2017
- Office Locations
- 1
Office Locations
About Creative Capital Management Investments LLC
Creative Capital Management Investments (CCMI) is a San Diego-based, fee-only advisory firm serving business owners and executives, professionals and growing families, women navigating life-changing events, and clients approaching or in retirement. With over 40 years of client work, CCMI provides personalized planning and portfolio management, emphasizing disciplined, data-driven asset allocation and tax-aware strategies across ETFs, mutual funds, and fixed income, including guidance on equity compensation like RSUs.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN WILLIAM MATTER
Certified Financial Planner, Chief Compliance Officer, Manager
- CRD
- #2935642
- Ownership
- Less than 5%
MATTHEW BLAIR SHOWLEY
Manager, Principal
- CRD
- #6307535
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Kimberly Marie Benson
Principal
- CRD
- #6906180
Alana Hall
Associate
- CRD
- #7507925
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $779,516,778 | $652,862 |
| Non-Discretionary | $890,144 | $222,536 |
| Total | $780,406,922 | $651,425 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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