Creekmur Asset Management, Llc
- Regulatory AUM
- $800M
- Discretionary
- $775M
- Clients
- 1,902
- Avg AUM / client
- $421K
- Accounts
- 3,152
- Employees
- 36
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,672 | $305M | 38.1% |
| High net worth individuals | 225 | $485M | 60.7% |
| Pension and profit sharing plans | 5 | $9.8M | 1.23% |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Mark Creekmur | Managing Member And Chief Compliance Officer | CFP | Dec 2019 (7y) | 75% or more |
| Andrew Doyle Creekmur | Registered representative | Feb 2020 (7y) | ||
| James Herold Anderson | Registered representative | CFP | Feb 2020 (7y) | |
| Connor Creekmur | Registered representative | Aug 2021 (5y) | ||
| Andrew Michael Pisel | Registered representative | Jan 2022 (5y) | ||
| Nicole Andrea Geraci | Registered representative | CFP | Jul 2022 (4y) | |
| Grace Catherine Wellwerts | Registered representative | CFP | Aug 2022 (4y) | |
| Clark David Randall | Registered representative | CFP | Mar 2023 (3y) | |
| Darby Lynn De Pauw | Registered representative | May 2024 (2y) | ||
| Neal David Woollard | Registered representative | Jan 2025 (2y) | ||
| Nathan Andrew Mumme | Registered representative | Jan 2025 (2y) | ||
| James Michael Ferguson | Registered representative | Feb 2025 (1y) | ||
| Emily Elizabeth Elfallah | Registered representative | Mar 2025 (1y) | ||
| Madison Brooke White | Registered representative | Mar 2025 (1y) | ||
| Brian Wayne Bowen | Registered representative | Jul 2025 (1y) | ||
| Owen Reed Cummins | Registered representative | Oct 2025 (1y) | ||
| Ryan William Hauter | Registered representative | Oct 2025 (1y) | ||
| Dennis Arnold Fulkerson | Registered representative | CFP Chartered Financial Consultant | Feb 2026 (1y) | |
| Jonah David Fitzgerald | Registered representative | Feb 2026 (0y) | ||
| Tyler Bennett | Registered representative | Mar 2026 (0y) | ||
| Raymond Edwin Whitaker | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Robert Adam Personett | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/18/2026 | 1.04 MB | 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $533M (67% of AUM) Mar 2026
- Fidelity Brokerage Services $216M (27% 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 18, 2026.
View current Form ADV (SEC/IAPD) ↗