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Creative Investment Group

Creative Investment Group. CRD 334028

Creative Investment Group logo

CRD: 334028

Creative Investment Group

Nashville, TN, 37215
6159499629
www.creativeinvests.com
$209.0M Total AUM
$209.0M Disc. AUM
-- 3Y CAGR
8 Employees
144 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Goldman Sachs · LPL Financial · Pershing
Clients
Retail
Platforms
--
Established Date
12-17-2024
Office Locations
1

Office Locations

30 Burton Hills Suite 250 Nashville TN

About Creative Investment Group

Creative Investment Group is an independent registered investment adviser providing an integrated approach to wealth management and financial planning for successful families and professionals across the U.S. The firm builds portfolios using ETFs and fixed income and may incorporate direct access to off-market opportunities when appropriate, with client accounts supported on platforms such as LPL Financial and Pershing.

Team overview

29 AVG AGE
$29.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1.1 yrs AVG TENURE
8 Employees
7 Advisory Reps
0 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

North north Ember Frontier

Client Personas

Eagle zenith Glacier meridian

CRM

Unison

Custodian

Unison Catalyst Ember Vital oak

Investment Themes

Focus Momentum

Investment Vehicles

Element Value summit

Platform

Vertex Unison

Services

Atlas Zenith Quantum prime Unison meridian Vital frontier Foundation wave Oak focus Momentum legacy

Owner & Executives

Bradley Joseph Bars

Bradley Joseph Bars

Co-founder

CRD
#6979173
Ownership
50% but less than 75%
(307) 630-3465
vital.pathway@pioneercapital.com
in linkedin.com/in/momentum-legacy
Skye Knight Mejia

Skye Knight Mejia

Co-founder, Managing Member

CRD
#6688838
Ownership
50% but less than 75%
(349) 402-3917
north.quantum@vitalcapital.com
in linkedin.com/in/crest-focus
V

Vertex harbor

Foundation wave

CRD
#39411
Ownership
23.4%
(826) 671-2744
vector.momentum@wavecapital.com
in linkedin.com/in/element-vertex

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Contacts

Alex Bars

Alex Bars

Private Wealth Advisor

CRD
#7887247
(686) 496-2957
legacy.alpha@horizoncapital.com
in linkedin.com/in/fusion-north
Camden Michael Johns

Camden Michael Johns

Private Wealth Advisor

CRD
#8013021
(574) 671-1999
fusion.momentum@harborcapital.com
in linkedin.com/in/foundation-signal
E

Ember meridian

Fusion capital matrix

CRD
#56189
(245) 684-7664
oak.delta@optimacapital.com
in linkedin.com/in/prime-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-23-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $209,046,904 $541,572
Non-Discretionary $0 --
Total $209,046,904 $541,572

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Separately Managed Accounts

Total SMA Asset: $209,046,904

$209.0M Total SMA
Equity - Exchange:
21.0%
Public Funds:
17.8%
Cash:
12.1%
Municipal Bonds:
25.3%
U.S. Government/Agency:
13.3%
Corporate - Investment Grade:
10.5%
Asset class Assets Assets %
Equity - Exchange $1,313,055,170 21.0%
Public Funds $1,112,970,573 17.8%
Cash $756,569,884 12.1%
Municipal Bonds $1,581,918,847 25.3%
U.S. Government/Agency $831,601,608 13.3%
Corporate - Investment Grade $656,527,584 10.5%
Total $6,252,643,666 100.0%

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