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.
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SEC-registered adviser
C••••••• I••••••••• G••••
Legal name C••••••• I••••••••• G•••• L••
Latest filing Jun 4, 2026
First filing on the tape Nov 16, 2024 · 7 filings
SEC status approved since Dec 17, 2024
RAUM
$209M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$209M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$34.8M
derived; firm RAUM over IAPD count
Employees
8
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$209M as of Jun 4, 2026
Jan 29, 2025$0 then
HNW client RAUM$177M as of Jun 4, 2026
Dec 23, 2025$174M then
State-registered IARs (5.B.3)0 as of Jun 4, 2026
Jan 29, 20253 then
Employees (5.A)8 as of Jun 4, 2026
Jan 29, 20255 then
Private funds: no history
RAUM +43% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 4, 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
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $34.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 24derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $541,572derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +43%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $20.5M, 26 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$177M85%
- Individuals$32.1M15%
- Individual clients
- 94reported
- HNW clients
- 50reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 386reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $20.5M for 26 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••• B••• | Nashville, Tn | Feb 3, 2025 | 12 y | 1 |
| S••• K••••• M•••• | Nashville, Tn | Feb 4, 2025 | 13 y | 2 |
| B•••••• J••••• B••• | Nashville, Tn | Feb 4, 2025 | 11 y | 2 |
| C••••• M•••••• J•••• | Nashville, Tn | Mar 13, 2025 | 10 y | 0 |
| W•••••• G••••• K••••• | Nashville, Tn | Sep 26, 2025 | 10 y | 2 |
| T••••• W••••• R••• | Nashville, Tn | Nov 7, 2025 | 12 y | 0 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 17% of current headcount1 left over 36 months
Left, latest
- E••• N•••••• to N••••••••• M••••• I••••••••• S•••••••••Apr 30, 2026 · Other
Joined, latest
- W•••••• G••••• K••••• from C••••••• M••••••••• I••••••••• A•••••••• L••Sep 26, 2025 · Other
- S••• K••••• M•••• from L•• F•••••••• L••Feb 4, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- B•••••• J••••• B••• from L•• F•••••••• L••Feb 4, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- A••• B••• from L•• F•••••••• L••Feb 3, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- E••• N•••••• from L•• F•••••••• L••Feb 3, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••• B••••••• J••••• · Co-Foundercontrolsince 12/2020 · owns 50% to 75%
- M••••• S•••• K••••• · Co-Founder And Managing Membercontrolsince 12/2020 · owns 50% to 75%
- P•••••• J•••••• M••••••• · Chief Compliance Officersince 11/2024 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Nashville, Tn · principal | 6 | 2 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 31, 2026accounts (Item 5.F.2.f) moved from 213.0 to 386.0 (+81.0%) between the annual amendments of 2025-04-18 and 2026-03-31; the peer median change was +5.0% (3687 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,687) · 97% percentile
- RAUM up 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $145,840,421 to $209,046,904 (+43.0%) between the annual amendments of 2025-04-18 and 2026-03-31; the peer median change was +15.0% (4550 comparable advisers, 94.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 94% percentile
What changed
consecutive filings, newest first
- Accounts · 342 to 386Dec 23, 2025 to Mar 31, 2026
- Individual clients · 90 to 94Dec 23, 2025 to Mar 31, 2026
- Employees · 7 to 8Dec 23, 2025 to Mar 31, 2026
- Discretionary RAUM · $206M to $209MDec 23, 2025 to Mar 31, 2026
- HNW RAUM · $174M to $177MDec 23, 2025 to Mar 31, 2026
- Individual RAUM · $31.4M to $32.1MDec 23, 2025 to Mar 31, 2026
- RAUM · $206M to $209MDec 23, 2025 to Mar 31, 2026
- Accounts · 213 to 342Jul 2, 2025 to Dec 23, 2025
- Advisory employees · 6 to 7Jul 2, 2025 to Dec 23, 2025
- BD registered reps · 2 to 0Jul 2, 2025 to Dec 23, 2025
- HNW clients · unset to 50.0Jul 2, 2025 to Dec 23, 2025
- Individual clients · 213 to 90Jul 2, 2025 to Dec 23, 2025
- Employees · 6 to 7Jul 2, 2025 to Dec 23, 2025
- Discretionary RAUM · $129M to $206MJul 2, 2025 to Dec 23, 2025
- HNW RAUM · unset to 174493362.0Jul 2, 2025 to Dec 23, 2025
- Individual RAUM · $146M to $31.4MJul 2, 2025 to Dec 23, 2025
- Non-discretionary RAUM · $17.1M to $0Jul 2, 2025 to Dec 23, 2025
- RAUM · $146M to $206MJul 2, 2025 to Dec 23, 2025
- Financial planning clients · 101-250 to 101-250Apr 18, 2025 to Jul 2, 2025
- Accounts · 0 to 213Jan 29, 2025 to Apr 18, 2025
- Advisory employees · 3 to 6Jan 29, 2025 to Apr 18, 2025
- BD registered reps · 3 to 2Jan 29, 2025 to Apr 18, 2025
- Individual clients · unset to 213.0Jan 29, 2025 to Apr 18, 2025
- Assets in custody · unset to 20527956.0Jan 29, 2025 to Apr 18, 2025
- Custody of client assets · false to trueJan 29, 2025 to Apr 18, 2025
- Employees · 5 to 6Jan 29, 2025 to Apr 18, 2025
- Financial planning clients · 0 to 101-250Jan 29, 2025 to Apr 18, 2025
- State-registered IARs · 3 to 0Jan 29, 2025 to Apr 18, 2025
- Discretionary RAUM · $0 to $129MJan 29, 2025 to Apr 18, 2025
- Individual RAUM · unset to 145840421.0Jan 29, 2025 to Apr 18, 2025
- Non-discretionary RAUM · $0 to $17.1MJan 29, 2025 to Apr 18, 2025
- RAUM · $0 to $146MJan 29, 2025 to Apr 18, 2025
Signals
2 dated events
- E••• N•••••• left C••••••• I••••••••• G•••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2026-06-05)Apr 30, 2026 · Advisor changed firm · fact
- C••••••• I••••••••• G•••• filed its initial SEC registration (Form ADV)Nov 16, 2024 · 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
- Firm profile
- linkedin.com/company/ci-greportedpublic record, Form ADV, Sep 18, 2026
- Website
- creativeinvests.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 615 949 9629reportedpublic record, Form ADV, Jun 4, 2026
- Team page
- creativeinvests.com/our-teamreportedpublished by the firm, firm site, Sep 16, 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