DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Creekmur Asset Management, LLC
Latest filing Sep 3, 2026
First filing on the tape Dec 24, 2019 · 25 filings
SEC status approved since Jan 24, 2020
RAUM
$800M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
99%
$790M individuals and HNW
Advisors
23
registered through the firm on IAPD
RAUM per advisor
$34.8M
derived; firm RAUM over IAPD count
Employees
36
15 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$800M as of Mar 18, 2026
Mar 3, 2021$197M then
HNW client RAUM$485M as of Mar 18, 2026
Mar 3, 2021$78.5M then
State-registered IARs (5.B.3)15 as of Mar 18, 2026
Mar 3, 20213 then
Employees (5.A)36 as of Mar 18, 2026
Mar 3, 20219 then
Private funds: no history
RAUM +42% over the last fiscal year+47% a year over threeIARs 14 to 15offices 4 to 7
Practice profile
derived from the filing of Sep 3, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $34.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 82derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $253,822derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 2.9derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +42%derivedbetween the last two annual amendments
- Advisor growth, one year
- +7.1%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +17%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $1.6BreportedItem 5.I
- Custody
- $1.6M, 7 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$485M61%
- Individuals$305M38%
- Pension and profit-sharing plans$9.8M1.2%
- Individual clients
- 1,672reported
- HNW clients
- 225reported
- Pension plan clients
- 5reported
- Charitable clients
- n/areported
- Accounts
- 3,152reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $800M sponsored, $800M managedreported
- Custody of client assets
- $1.6M for 7 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
23 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Mark CreekmurCertified Financial Planner | Morton, Il | Jan 24, 2020 | 34 y | 2 |
| Andrew Doyle Creekmur | Avon, Co | Feb 3, 2020 | 12 y | 2 |
| James Herold AndersonCertified Financial Planner | Morton, Il | Feb 3, 2020 | 11 y | 2 |
| Connor Creekmur | Morton, Il | Aug 5, 2021 | 10 y | 0 |
| Andrew Michael Pisel | Morton, Il | Jan 10, 2022 | 10 y | 4 |
| Nicole Andrea GeraciCertified Financial Planner | Morton, Il | Jul 13, 2022 | 18 y | 1 |
| Grace Catherine WellwertsCertified Financial Planner | Morton, Il | Aug 15, 2022 | 34 y | 1 |
| Clark David RandallCertified Financial Planner | Morton, Il | Mar 21, 2023 | 39 y | 2 |
| Darby Lynn Depauw | Morton, Il | May 21, 2024 | 11 y | 2 |
| Neal David Woollard | Morton, Il | Jan 1, 2025 | 12 y | 0 |
| Nathan Andrew Mumme | Pottersville, Ny | Jan 27, 2025 | 13 y | 0 |
| James Michael Ferguson | Maumee, Oh | Feb 12, 2025 | 15 y | 5 |
| Madison Brooke White | Roanoke, Va | Mar 20, 2025 | 11 y | 1 |
| Emily Elizabeth Elfallah | Roanoke, Va | Mar 20, 2025 | 12 y | 1 |
| Brian Wayne Bowen | Morton, Il | Jul 23, 2025 | 24 y | 1 |
| Owen Reed Cummins | Morton, Il | Oct 1, 2025 | 13 y | 1 |
| Ryan William Hauter | Littleton, Co | Oct 24, 2025 | 13 y | 0 |
| Dennis Arnold FulkersonCertified Financial Planner, Chartered Financial Consultant | Morton, Il | Feb 6, 2026 | 35 y | 2 |
| Jonah David Fitzgerald | Roanoke, Va | Feb 13, 2026 | 10 y | 0 |
| Tyler Bennett | Morton, Il | Mar 11, 2026 | 14 y | 1 |
| Robert Adam PersonettCertified Financial Planner | Morton, Il | Apr 7, 2026 | 15 y | 5 |
| Raymond Edwin WhitakerChartered Financial Consultant | Morton, Il | Apr 7, 2026 | 30 y | 5 |
| Christopher Scott Wright | Morton, Il | Aug 26, 2026 | 22 y | 3 |
Advisor movement
1 left, 6 joined in 12 months
net +5 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 4.3% of current headcount2 left over 36 months
Left, latest
- Jacob Thomas Jablonski to LidoOct 23, 2025 · RIA to RIA
- Anthony Aaron Wright to Foundations Investment Advisors LLCSep 24, 2024 · RIA to RIA
Joined, latest
- Christopher Scott Wright from Idle Hill Advisors LLCAug 26, 2026 · RIA to RIA
- Raymond Edwin Whitaker from Ae Wealth Management, LLCApr 7, 2026 · Affiliated broker-dealer or bank to independent RIA
- Robert Adam Personett from Ae Wealth Management, LLCApr 7, 2026 · Affiliated broker-dealer or bank to independent RIA
- Tyler Bennett from MML Investors Services, LLCMar 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- Dennis Arnold Fulkerson from Fulkerson Financial Services, LLCFeb 6, 2026 · Other
- Owen Reed Cummins from Valmark Advisers, Inc.Oct 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brian Wayne Bowen from Integrity Financial Planning, Inc.Jul 23, 2025 · Other
- Madison Brooke White from Integrity Financial Planning, Inc.Mar 20, 2025 · Other
- Emily Elizabeth Elfallah from Integrity Financial Planning, Inc.Mar 20, 2025 · Other
- James Michael Ferguson from Wells Fargo AdvisorsFeb 12, 2025 · Wirehouse to independent RIA
- Anthony Aaron Wright from Retirement Specialty Group, Inc.May 21, 2024 · RIA to RIA
- Darby Lynn Depauw from Planmember Securities CorporationMay 21, 2024 · RIA to RIA
- Jacob Thomas Jablonski from Zacks Investment Management, Inc.Nov 22, 2023 · RIA to RIA
- Clark David Randall from Cambridge Investment Research Advisors, Inc.Mar 21, 2023 · Affiliated broker-dealer or bank to independent RIA
- Grace Catherine Wellwerts from Rocky Mountain Planning Group, IncAug 15, 2022 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Ae Wealth Management, LLCMay 18, 2026 · Morton, Il
- 2 joined from Integrity Financial Planning, Inc.Mar 20, 2025 · Roanoke, Va
- 2 joined from Rocky Mountain Planning Group, IncAug 12, 2022 · Avon, Co
- 3 joined from Ae Wealth Management, LLCJun 30, 2020 · Bloomington, Il
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mark John Creekmur · Managing Member And Chief Compliance Officercontrolsince 12/2019 · owns 75% or more
Related persons
Schedule D 7.A
- Creekmur Inc.real estaten
Advisers that list Creekmur Asset Management, LLC as a related person
- 116740 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Morton, Il · principal | 23 | 8 | 1 | ||
| Roanoke, Va | 4 | 1 | 0 | ||
| Avon, Co | 3 | 0 | 0 | ||
| Maumee, Oh | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Avon, CO2 employees
- Bloomngton, IL1 employees
- Maumee, OH1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Sep 3, 2026insurance affiliate (Item 7.A.10): no on the filing of 2026-03-18, yes on the filing of 2026-09-03peers: independent wealth managers, $500M to $1B (1,483)
- office count surgeChange between filings · filing Mar 18, 2026offices other than the principal office (Item 1.F.5) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-19 and 2026-03-18; the peer median change was 0.0% (233 comparable advisers, 93.0th percentile of changes)peers: independent wealth managers, $500M to $1B (233) · 93% percentile
- RAUM up 25 %Change between filings · filing Mar 18, 2026RAUM (Item 5.F) moved from $561,787,874 to $800,048,313 (+42.0%) between the annual amendments of 2025-03-19 and 2026-03-18; the peer median change was +16.0% (1386 comparable advisers, 91.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,386) · 91% percentile
What changed
consecutive filings, newest first
- Financial planning clients · 0 to 0Mar 18, 2026 to Sep 3, 2026
- Other offices · 6 to 7Mar 18, 2026 to Sep 3, 2026
- Related insurance company · false to trueMar 18, 2026 to Sep 3, 2026
- Succession · false to unsetMar 18, 2026 to Sep 3, 2026
- HNW clients · 114 to 225Oct 31, 2025 to Mar 18, 2026
- Individual clients · 1,511 to 1,672Oct 31, 2025 to Mar 18, 2026
- Employees · 28 to 36Oct 31, 2025 to Mar 18, 2026
- Insurance-licensed employees · 3 to 0Oct 31, 2025 to Mar 18, 2026
- Financial planning clients · 101-250 to 0Oct 31, 2025 to Mar 18, 2026
- State-registered IARs · 14 to 15Oct 31, 2025 to Mar 18, 2026
- Discretionary RAUM · $544M to $775MOct 31, 2025 to Mar 18, 2026
- HNW RAUM · $273M to $485MOct 31, 2025 to Mar 18, 2026
- Individual RAUM · $276M to $305MOct 31, 2025 to Mar 18, 2026
- Non-discretionary RAUM · $17.4M to $24.8MOct 31, 2025 to Mar 18, 2026
- Pension RAUM · $13.2M to $9.8MOct 31, 2025 to Mar 18, 2026
- RAUM · $562M to $800MOct 31, 2025 to Mar 18, 2026
- Wrap assets (manager) · $562M to $800MOct 31, 2025 to Mar 18, 2026
- Wrap assets (sponsor) · $562M to $800MOct 31, 2025 to Mar 18, 2026
- Other offices · 4 to 6May 2, 2025 to Oct 31, 2025
- Financial planning clients · 101-250 to 101-250Mar 19, 2025 to May 2, 2025
- Advisory employees · 10 to 15Feb 3, 2025 to Mar 19, 2025
- HNW clients · 111 to 114Feb 3, 2025 to Mar 19, 2025
- Individual clients · 1,189 to 1,511Feb 3, 2025 to Mar 19, 2025
- Pension plan clients · 3 to 5Feb 3, 2025 to Mar 19, 2025
- Assets in custody · $1.8M to $1.6MFeb 3, 2025 to Mar 19, 2025
- Employees · 23 to 28Feb 3, 2025 to Mar 19, 2025
- Insurance-licensed employees · 0 to 3Feb 3, 2025 to Mar 19, 2025
- Financial planning clients · More than 500 to 101-250Feb 3, 2025 to Mar 19, 2025
- State-registered IARs · 10 to 14Feb 3, 2025 to Mar 19, 2025
- Other offices · 3 to 4Feb 3, 2025 to Mar 19, 2025
- Discretionary RAUM · $403M to $544MFeb 3, 2025 to Mar 19, 2025
- HNW RAUM · $231M to $273MFeb 3, 2025 to Mar 19, 2025
- Individual RAUM · $169M to $276MFeb 3, 2025 to Mar 19, 2025
- Non-discretionary RAUM · $8.1M to $17.4MFeb 3, 2025 to Mar 19, 2025
- Pension RAUM · $10.1M to $13.2MFeb 3, 2025 to Mar 19, 2025
- RAUM · $411M to $562MFeb 3, 2025 to Mar 19, 2025
- Wrap assets (manager) · $400M to $562MFeb 3, 2025 to Mar 19, 2025
- Wrap assets (sponsor) · $400M to $562MFeb 3, 2025 to Mar 19, 2025
- Other offices · 4 to 3May 15, 2024 to Oct 9, 2024
- Other offices · 3 to 4Mar 1, 2024 to May 15, 2024
Signals
9 dated events
- 2 advisors left AE Wealth Management, LLC (Morton, IL) for Creekmur Asset Management, LLC on the same dayMay 18, 2026 · Team lift-out · derived
- Creekmur Asset Management, Llc reported RAUM $800.0M, up 42% from $561.8M (2025-10-31 to 2026-03-18)Mar 18, 2026 · RAUM change · derived
- Jacob Thomas Jablonski left Creekmur Asset Management, Llc for Lido (registered 2026-04-21)Oct 23, 2025 · Advisor changed firm · fact
- 2 advisors left Integrity Financial Planning, Inc. (Roanoke, VA) for Creekmur Asset Management, LLC on the same dayMar 20, 2025 · Team lift-out · derived
- Creekmur Asset Management, Llc reported RAUM $561.8M, up 37% from $410.6M (2025-02-03 to 2025-03-19)Mar 19, 2025 · RAUM change · derived
- Anthony Aaron Wright left Creekmur Asset Management, Llc for Foundations Investment Advisors Llc (registered 2026-01-14)Sep 24, 2024 · Advisor changed firm · fact
- Creekmur Asset Management, Llc reported RAUM $410.6M, up 64% from $250.8M (2024-01-10 to 2024-02-19)Feb 19, 2024 · RAUM change · derived
- 2 advisors left Rocky Mountain Planning Group, Inc (Avon, CO) for Creekmur Asset Management, LLC within 3 daysAug 12, 2022 · Team lift-out · derived
- Creekmur Asset Management, Llc filed its initial SEC registration (Form ADV)Dec 24, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@creekmurwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- operations@creekmurwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- andy@creekmurwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- drew@creekmurwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ed@creekmurwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jim@creekmurwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- letstalk@creekmurwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- adam@creekmurwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- andrew@creekmurwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 309-925-2043reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 540-266-3100reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 866-358-4441reportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $34.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026