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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Bridge deltaHarbor +more
- Established Date
- 01-21-2000
- Office Locations
- 1
Office Locations
About Creekside Capital, Inc.
Creekside Capital is a Knoxville, TN fee-only advisory firm providing financial planning and asset/wealth management for individuals and families, including retirement planning, tax strategies, education and estate planning, and family protection. Its investment approach builds diversified portfolios aligned to client goals, risk comfort, and time horizons, using strategic and tactical allocations. Custody includes Charles Schwab.
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Owner & Executives
RACHEL JOY HACKER
Chief Executive Officer, President
- CRD
- #3192143
- Ownership
- 50% but less than 75%
MARTIN THOMAS MCBREARTY
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- #3214442
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $279,700,170 | $361,837 |
| Total | $279,700,170 | $361,837 |
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Separately Managed Accounts
Total SMA Asset: $279,700,170
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $246,436,158 | 33.2% |
| Equity - Exchange | $288,745,980 | 38.9% |
| Cash | $139,548,186 | 18.8% |
| Municipal Bonds | $67,547,260 | 9.1% |
| Total | $742,277,584 | 100.0% |