C
Creo Global Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,853,333
Clients
18
56% 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
18
LowAverage account size
$880,741
About
Creo Global Capital LLC provides investment management and advisory services primarily to high‑net‑worth individuals, trusts, and other individual clients. The firm offers tailored portfolio management and investment advice across equities, exchange‑traded funds, mutual funds, and, on occasion, private placement investments.
Creo constructs diversified, low‑turnover, tax‑aware portfolios aligned with clients’ long‑term objectives, combining a top‑down focus on macroeconomic themes with bottom‑up security selection and the option for concentrated, theme‑based individual equity holdings or more diversified mutual fund strategies. The brochure describes services as non‑discretionary; the adviser obtains client approval before transactions and works with clients’ legal and tax advisors, with account reviews conducted at least annually.
Distinctively, Creo sponsors a simplified wrap fee program in which it acts as the sole program manager and charges a single fee that covers transaction costs — a setup that is uncommon among independent advisers. The firm also reports most assets as managed on a non‑discretionary basis and discloses a prior state consent order related to license renewal and a misdemeanor plea involving a management person in its regulatory history.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Tax-loss harvesting
Private / alternative investments
Fee options
2.00% annually
Main office location
Creo Global Capital LLC
1026 S. Main St.
Ann Arbor MI 48104, United States
Number of offices
1
Most active in
Creo Global Capital LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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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