CRD: 286567
Creative Capital Management Investments LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 1, 2025 and March 25, 2026, reported AUM increased 16.8%, from $668.2M to $780.4M.
Across 5 reported observations, AUM increased 53.0% between November 11, 2022 and March 25, 2026, from $510.2M to $780.4M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 7 advisory representatives and 331 clients, or 47.3 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Creative Capital Management Investments LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Creative Capital Management Investments LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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