Overview
Assets Under Management: $2.1 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 282
Average Client Assets: $2 million
Frequently Asked Questions
CREATIVEONE SECURITIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152974), CREATIVEONE SECURITIES, LLC is subject to fiduciary duty under federal law.
CREATIVEONE SECURITIES, LLC is headquartered in OVERLAND PARK, KS.
CREATIVEONE SECURITIES, LLC serves 282 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, CREATIVEONE SECURITIES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CREATIVEONE SECURITIES, LLC manages $2.1 billion in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, CREATIVEONE SECURITIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 282
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 11,317
Discretionary Accounts: 11,270
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 152974
Filing ID: 1954199
Last Filing Date: 2025-03-17 17:27:00
Website: https://c1s.net