Creative Capital Management Investments Llc
- Regulatory AUM
- $780M
- Discretionary
- $780M
- Clients
- 298
- Avg AUM / client
- $2.6M
- Accounts
- 1,198
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 104 | $65.2M | 8.35% |
| High net worth individuals | 194 | $712M | 91.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.5M | 0.45% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian William Matter | Chief Compliance Officer And Manager | CFP | Jan 2017 (10y) | Less than 5% |
| Matter, Nicole, Lim | Trustee/Beneficiary | Jan 2017 (10y) | GP / trustee / elected manager of Matter Revocable Trust (indirect) | |
| Matthew Blair Showley | Manager | CFP | Jan 2017 (10y) | Less than 5% |
| Showley, Alexandra, Kent | Trustee/Beneficiary | Jan 2017 (10y) | GP / trustee / elected manager of Showley Revocable Trust (indirect) | |
| Kimberly Marie Benson | Grantor And Trustee | CFP | Jan 2018 (9y) | GP / trustee / elected manager of The Tyler J. Benson And Kimberly M. Benson Living Trust U/A Dated 03/12/2013 (indirect) |
| Benson, Tyler, James | Grantor And Trustee | Jul 2022 (4y) | GP / trustee / elected manager of The Tyler J. Benson And Kimberly M. Benson Living Trust U/A Dated 03/12/2013 (indirect) | |
| Tina M. Vieregg | Registered representative | CFP | Aug 2021 (5y) | |
| Alana Hall | Registered representative | CFP | Oct 2024 (2y) | |
| Joseph Christopher Okello Oryang | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| M Ohana Holdings Llc | Member | Jan 2017 | A | 25% – 50% |
| James Family Holdings Llc | Member | Jan 2017 | A | 25% – 50% |
| Tkb Holdings Inc. | Member | Jul 2022 | A | 5% – 10% |
| Matter Revocable Trust | Owner | Jan 2017 | B | ≈ 18.75% – 50% via M Ohana Holdings Llc |
| Showley Revocable Trust | Owner | Jan 2017 | B | ≈ 18.75% – 50% via James Family Holdings Llc |
| The Tyler J. Benson And Kimberly M. Benson Living Trust U/A Dated 03/12/2013 | Owner | Jul 2022 | B | ≈ 3.75% – 10% via Tkb Holdings Inc. |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Matter Revocable Trust: 75% – 100% of M Ohana Holdings Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Showley Revocable Trust: 75% – 100% of James Family Holdings Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- The Tyler J. Benson And Kimberly M. Benson Living Trust U/A Dated 03/12/2013: 75% – 100% of Tkb Holdings Inc. × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $747M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗