CRD: 109032
Creative Financial Designs, Inc.
$2.9B Total AUM
$2.9B Disc. AUM
19.8% 3Y CAGR
170 Employees
11,039 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Wave element
- Established Date
- 11-23-1997
- Office Locations
- 100
Office Locations
10 Homestead WAY Richmond ME
1010 East Markland AVE Kokomo IN
107 S Broad ST Suite 2 Adrian MI
About Creative Financial Designs, Inc.
Creative Financial Designs, Inc. is a Kokomo-based RIA with 100 offices. The firm has been operating for 28 years. Managing $2.9B in total assets under management, with 155 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
50 AVG AGE
$19.0M AVG AUM / ADVISOR
$266.5K AVG AUM / CLIENT
9.8 yrs AVG TENURE
170 Employees
155 Advisory Reps
150 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Ember meridian Frontier
Client Personas
North
Investment Themes
Atlas Delta
Investment Vehicles
Ridge zenith Glacier
Services
Element Fusion eagle Zenith meridian Matrix
Technology
Oak harbor
Owner & Executives
BRENT ANTHONY OWENS
DIRECTOR, President
- CRD
- #2261719
- Ownership
- 25% but less than 50%
(810) 274-9378
glacier.fusion@bridgecapital.com
in linkedin.com/in/vital-summit
M
MATTHEW O BAHRENBURG
Chief Compliance Officer, Investment Advisor
- CRD
- #5295661
- Ownership
- Less than 5%
(531) 423-5395
fusion.signal@capitalcapital.com
in linkedin.com/in/horizon-bridge
C
Capital bridge
Glacier summit
- CRD
- #72711
- Ownership
- 49.7%
(252) 528-6970
fusion.momentum@momentumcapital.com
in linkedin.com/in/alpha-frontier
Showing 2 of 8 owners & executives
Unlock allContacts
BRANDON DOUGLAS AKERS
--
- CRD
- #5538135
(321) 633-8209
unison.wave@oakcapital.com
in linkedin.com/in/north-fusion
DOUGLAS JAY ATKINS
Branch Manager
- CRD
- #4203046
(502) 897-2604
harbor.ridge@alphacapital.com
in linkedin.com/in/timber-value
R
Radial signal
Insight wave
- CRD
- #96650
(454) 648-7933
signal.foundation@glaciercapital.com
in linkedin.com/in/pioneer-element
Showing 2 of 161 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,914,359,046 | $194,784 |
| Non-Discretionary | $27,198,559 | $405,949 |
| Total | $2,941,557,605 | $195,725 |
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Separately Managed Accounts
Total SMA Asset: $2,941,557,605
Equity - Exchange:
27.6% Public Funds:
38.2% Cash:
34.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,404,138,674 | 27.6% |
| Public Funds | $1,943,409,325 | 38.2% |
| Cash | $1,739,910,966 | 34.2% |
| Total | $5,087,458,965 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL CAPITAL | VECTOR QUANTUM | RLLDWL24Z | OGZBV | 7.95% | $37,908,465 |
| VECTOR RADIAL | EMBER PIONEER | GMWMEZ92A | LHJT | 3.23% | $90,425,424 |
| FUSION NORTH | VERTEX BEACON | OJ24MQEJ2 | RIW | 1.02% | $15,090,793 |
| MOMENTUM QUANTUM FUSION | NORTH GLACIER | GFMVD727O | LFS | 10.56% | $78,328,817 |
| VERTEX FOUNDATION | OPTIMA HARBOR | QV2I4RNSH | BMU | 3.46% | $77,649,257 |
| GLACIER TIMBER | DELTA EMBER | UP7CPGXHE | IYLD | 3.06% | $118,686,052 |
| MOMENTUM CREST | ALPHA LEGACY | D98TF2E0L | INLUM | 9.63% | $92,371,050 |
| TIMBER FOCUS MOMENTUM | LEGACY HORIZON | T1IDWXEFX | TQQP | 9.91% | $3,032,789 |