$800.0M Total AUM
$775.3M Disc. AUM
38.3% 3Y CAGR
36 Employees
1,902 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- DeltaDelta frontier +more
- Established Date
- 12-01-2019
- Office Locations
- 12
Office Locations
1315 Second St. SW Roanoke VA
220 E. Jackson St. Morton IL
2650 W Belleview AVE Suite D-100 Littleton CO
About Creekmur Asset Management, LLC
Creekmur Asset Management is an RIA delivering wealth and financial planning with a strong emphasis on retirement tax planning. The team builds asset-allocation portfolios primarily using ETFs alongside fixed income and other vehicles, serving retirees and entrepreneurs. Operates across retail and institutional channels, with relationships at Schwab and Fidelity.
Team overview
35 AVG AGE
$53.3M AVG AUM / ADVISOR
$420.6K AVG AUM / CLIENT
2.6 yrs AVG TENURE
36 Employees
15 Advisory Reps
15 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Frontier vertex Radial Focus Ember harbor Ridge
CRM
Eagle timber
Investment Themes
Catalyst signal Ridge Fusion summit
Investment Vehicles
Insight Matrix catalyst
Platform
Beacon
Services
Prime Horizon Horizon capital Prime Eagle Oak Zenith Vital Element Ember
Technology
Alpha peak Oak focus Element
Owner & Executives
J
JOHN MARK CREEKMUR
Chief Compliance Officer, Chief Investment Officer, FOUNDER, President, Wealth Advisor
- CRD
- #2226377
- Ownership
- Less than 5%
(660) 655-9242
ridge.radial@unisoncapital.com
in linkedin.com/in/vertex-quantum
S
Stacy Kathleen Creekmur
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
(607) 350-1644
vital.eagle@atlascapital.com
in linkedin.com/in/capital-matrix
Showing 2 of 2 owners & executives
Unlock allContacts
JAMES HEROLD ANDERSON
Wealth Advisor
- CRD
- #6469376
(713) 679-9418
fusion.pioneer@timbercapital.com
in linkedin.com/in/momentum-catalyst
Tyler Bennett
--
- CRD
- #7376812
(469) 881-3089
foundation.fusion@glaciercapital.com
in linkedin.com/in/bridge-pioneer
N
North alpha
Insight harbor prime
- CRD
- #21251
(204) 615-6630
timber.signal@capitalcapital.com
in linkedin.com/in/peak-crest
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $775,273,299 | $248,326 |
| Non-Discretionary | $24,775,014 | $825,834 |
| Total | $800,048,313 | $253,822 |
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Separately Managed Accounts
Total SMA Asset: $800,048,313
Equity - Exchange:
10.0% Equity - OTC:
17.6% Cash:
32.9% U.S. Government/Agency:
25.7% Public Funds:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $752,249,964 | 10.0% |
| Equity - OTC | $1,323,959,936 | 17.6% |
| Cash | $2,474,902,380 | 32.9% |
| U.S. Government/Agency | $1,933,282,406 | 25.7% |
| Public Funds | $1,038,104,949 | 13.8% |
| Total | $7,522,499,635 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM GLACIER PIONEER | TIMBER NORTH | 82UQ37TWW | DSQ | 4.89% | $45,132,415 |
| QUANTUM PATHWAY OPTIMA | PIONEER HARBOR | VK5B34WFR | RTXT | 10.02% | $38,703,145 |
| PEAK EAGLE | HARBOR VECTOR | 282ZZO1HQ | OITTT | 9.99% | $77,663,194 |
| RADIAL CREST WAVE | QUANTUM HARBOR | 9E8ZECFE3 | MPLCD | 5.15% | $118,716,963 |
| CAPITAL INSIGHT | BEACON VITAL | YJ84CUYQI | PWP | 10.02% | $2,208,411 |
| HARBOR FOUNDATION | HARBOR MATRIX | U5HBUQ3ZU | FGR | 11.84% | $22,960,791 |
| PATHWAY OPTIMA QUANTUM | FOCUS VERTEX | AJQOJ67EX | TOG | 3.93% | $65,232,512 |
| VERTEX BRIDGE | RADIAL SUMMIT | P2YV9RBJJ | JJS | 10.76% | $57,267,063 |