CRD: 298898
Creative Capitalists, INC
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- Custodian
- Altruist · Charles Schwab & Company · Pershing · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-16-2018
- Office Locations
- 1
Office Locations
About Creative Capitalists, INC
Creative Capitalists, Inc. is an independent RIA serving select retirees, professionals, business owners, and families with generational wealth. The firm pairs comprehensive financial planning and strategy (including estate coordination and collaboration with outside advisors) with discretionary portfolio management. Portfolios blend diversified core allocations—often using ETFs—with in-house fundamental equity research and individual stock selection targeting growth or income. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEITH A HAYS
Advisor, Chief Compliance Officer, President
- CRD
- #7021755
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,987,478 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,987,478 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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