Overview
Assets Under Management: $351 million
Headquarters: LIVINGSTON, NJ
High-Net-Worth Clients: 10
Average Client Assets: $11.0 million
Frequently Asked Questions
CREDIT CAPITAL INVESTMENTS 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 #160537), CREDIT CAPITAL INVESTMENTS is subject to fiduciary duty under federal law.
CREDIT CAPITAL INVESTMENTS is headquartered in LIVINGSTON, NJ.
CREDIT CAPITAL INVESTMENTS serves 10 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, CREDIT CAPITAL INVESTMENTS offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
CREDIT CAPITAL INVESTMENTS manages $351 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, CREDIT CAPITAL INVESTMENTS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.22%
Average Client Assets: $11.0 million
Total Client Accounts: 23
Discretionary Accounts: 23
Regulatory Filings
CRD Number: 160537
Filing ID: 2073927
Last Filing Date: 2026-03-30 12:37:27