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Creativeone Securities, LLC

Creativeone Securities, LLC. CRD 152974

Creativeone Securities, LLC logo

CRD: 152974

Creativeone Securities, LLC

Overland Park, KS, 66211
9138146097
clientonesecurities.com
$2.5B Total AUM
$2.4B Disc. AUM
14.0% 3Y CAGR
196 Employees
12,499 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing
Clients
Retail and Institutional
Platforms
ZenithDelta pioneer +more
Established Date
12-01-2009
Office Locations
114

Office Locations

100 Painter's Mill Road Suite 420 Owings Mills MD
10245 E VIA Linda Suite 208 Scottsdale AZ
104 W 9TH AVE Bristow OK

About Creativeone Securities, LLC

CreativeOne Securities, LLC supports financial advisors with a broker-dealer relationship built around investment programs (including ETFs and mutual funds) as well as annuities and insurance. The firm positions itself as a high-touch partner—aiming to connect advisors to a real home-office person on every call—and offers a cloud, advisor-based platform designed to reduce audit stress. Custody support includes Pershing.

Team overview

48 AVG AGE
$20.7M AVG AUM / ADVISOR
$203.3K AVG AUM / CLIENT
7.3 yrs AVG TENURE
196 Employees
123 Advisory Reps
123 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Atlas Foundation summit

CRM

Signal momentum

Custodian

Prime meridian Optima horizon Optima insight Quantum Value

Investment Themes

Element

Investment Vehicles

Ember vertex

Platform

Wave Crest

Services

Quantum Matrix oak Bridge delta Summit Signal atlas

Technology

Pathway ember Ridge Summit peak

Owner & Executives

J

JAMES EDMOND CLEMENTS

President

CRD
#2445775
Ownership
Less than 5%
(690) 607-4703
fusion.optima@capitalcapital.com
in linkedin.com/in/optima-radial
S

SUSAN HAYES

Finop

CRD
#2856326
Ownership
Less than 5%
(587) 821-3568
quantum.matrix@foundationcapital.com
in linkedin.com/in/zenith-crest
M

Matrix radial

Matrix meridian

CRD
#74998
Ownership
3.2%
(703) 428-6783
pioneer.vector@vertexcapital.com
in linkedin.com/in/bridge-value

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Contacts

B

BRIAN ALAN AMBROSE

Investment Advisor Representative

CRD
#1393073
(234) 613-9712
beacon.summit@focuscapital.com
in linkedin.com/in/catalyst-element
A

ANA S. ANDERSON

Advisor

CRD
#4777158
(288) 530-3201
north.value@eaglecapital.com
in linkedin.com/in/focus-pathway
A

Alpha timber

Alpha eagle

CRD
#68373
(263) 724-9201
value.vector@vectorcapital.com
in linkedin.com/in/beacon-pioneer

Showing 2 of 209 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-21-2022
03-23-2023
10-29-2024
03-17-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $2,427,452,344 $195,164
Non-Discretionary $113,728,858 $2,419,763
Total $2,541,181,202 $203,539

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Separately Managed Accounts

Total SMA Asset: $2,541,181,202

$2.5B Total SMA
Equity - Exchange:
14.2%
Public Funds:
7.2%
Cash:
23.2%
Corporate - Investment Grade:
16.5%
Other:
20.0%
U.S. Government/Agency:
18.9%
Asset class Assets Assets %
Equity - Exchange $243,894,616 14.2%
Public Funds $123,664,875 7.2%
Cash $398,475,710 23.2%
Corporate - Investment Grade $283,398,673 16.5%
Other $343,513,543 20.0%
U.S. Government/Agency $324,620,298 18.9%
Total $1,717,567,715 100.0%

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