Creekside Capital, Inc.

Overview

Headquarters

Knoxville, TN

Total Firm Assets

$280 million

Average High-Net-Worth Client Portfolio Size

$4.3 million

Stated Minimum Account Size

$500,000

Fee Disclosure

Source: CREEKSIDE CAPITAL BROCHURE (2026-02-12) · View brochure text

Stated Minimum Annual Fee: $200

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

80.33%

Number of High-Net-Worth Clients

52

Total Client Accounts

773

Non-Discretionary Accounts

773

Services Offered

Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number

108972

• CREEKSIDE CAPITAL BROCHURE (2026-02-12) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions