Creative Capitalists, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,987,478
Clients
57
12% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
57
HighAverage account size
$403,289
About
Creative Capitalists, Inc. is a solo-operator registered investment adviser that serves individuals, high‑net‑worth individuals, corporations and charities. The firm offers written financial planning and ongoing portfolio management based on model portfolios, and also provides tax planning, bookkeeping and payroll services alongside its investment work.
The firm constructs individualized portfolios using asset allocation and fundamental analysis, implements those portfolios on a discretionary basis, and conducts quarterly portfolio reviews and monthly status reports for ongoing financial planning clients. Custodial relationships are arranged with Charles Schwab and Altruist, and the firm can act as a sub‑advisor to other investment advisers while maintaining discretionary trading authority when engaged.
What is notable about Creative Capitalists is the combination of investment management with accounting‑type services — the brochure describes recording financial transactions and providing payroll and tax planning — a service mix that is less common among independent, single‑advisor firms. The brochure also indicates the firm may use borrowing in separately managed accounts and serves roughly 57 clients with about $22.99 million in assets under management, which situates it at a modest scale relative to many peers.
Client services
Financial planning
Portfolio management
Sub-advisor to other investment advisers
Expertise
General tax planning
Cash flow / budgeting
Fee options
Financial planning fixed fee ranges from $2,000 to $10,000
$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $15,000,000: 0.50% annually Above $15,000,000+: Negotiable
Financial planning $250/hour; tax planning, bookkeeping, and payroll $100/hour
Ongoing financial planning monthly fee ranging from $200 to $500
Fee-only: Financial planning hourly fee $250/hour; fixed fee $2,000 to $10,000; ongoing financial planning $200-$500/month; tax planning, bookkeeping, payroll $100/hour
Main office location
Creative Capitalists, Inc.
3501 Ocean View Blvd
Glendale CA 91208, United States
Number of offices
1
Most active in
Creative Capitalists, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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YouTube
Website
626-673-3566
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