CREEKMUR ASSET MANAGEMENT, LLC
Adviser information for CREEKMUR ASSET MANAGEMENT, LLC last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 23 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 8 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3,132 | $402.5M |
| Non-Discretionary | 20 | $8.1M |
| Total | 3,152 | $410.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,189 | $169.5M |
| HNW Individuals | 111 | $230.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $10.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 400.4M |
| Portfolio Manager | 400.4M |
| Both for Same | 400.4M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| CREEKMUR ASSET MANAGEMENT WRAP PROGRAM | CREEKMUR ASSET MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-118002 |
|---|---|
| SEC ERA File Number | 801-118002 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306903 |
| Legal Entity Identifier | None |
Principal Office
805 WEST JACKSONSUITE 301
MORTON
IL
United States
Monday - Friday, 8 AM - 5 PM
Tel: 309-925-2043, Fax: 866-945-9667
Chief Compliance Officer
JOHN CREEKMUR
MANAGING MEMBER AND CCO
805 W. JACKSON
SUITE 301
MORTON
IL
United States
Tel:
309-925-2043
Fax:
866-945-9667
J***@*****************M
(Full email address available in API data)
Regulatory Contact
STACY CREEKMUR
DIRECTOR OF OPERATIONS
805 W. JACKSON
SUITE 301
MORTON
IL
United States
Tel:
309-925-2043
Fax:
866-945-9667
S****@*****************M
(Full email address available in API data)
Industry Affiliates
| CREEKMUR INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CREEKMUR, JOHN, MARK | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 12/2019 | > 75% |