C
Creegan & Associates
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Creegan & Associates is a newly formed, state-registered investment adviser that offers discretionary, fee-based portfolio management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, retirement plan sponsors, corporations and other business entities. Although the firm’s brochure lists a broad set of client types, it reported no clients or assets under management as of the brochure date.
The firm pursues a tactical allocation strategy intended to reduce risk and seek improved performance, using a mix of fundamental, technical and cyclical analysis as appropriate. Portfolios are managed on a discretionary basis across exchange-listed securities (including ETFs), foreign securities, corporate and municipal debt, and U.S. government securities, and the adviser may use cash positions or specific stock selections for hedging, sector weighting, or dividend objectives.
Notable differentiators include the firm’s recent formation and state registration (as opposed to SEC registration) and a single-advisor operating structure led by a CFP‑certified principal with prior industry experience. The firm does not charge performance fees, does not participate in wrap fee programs, and will not vote proxies for client securities (clients retain proxy voting authority), which may be material for institutional or pooled-vehicle clients assessing governance arrangements.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0+: 1.0% per annum +: 0.5% per annum
Account minimum: $500,000 Fee-only: Annual management fee ranging from 0.5% to 1.0% per annum, payable quarterly in advance, based on portfolio assets; fees are negotiable
Main office location
Creegan & Associates
Merrimack NH, United States
Number of offices
1
Most active in
Creegan & Associates has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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