Creative Capital Management Inc.

Creative Capital Management Inc. (CRD# 112363) is a financial advisory firm headquartered in San Diego, CA. They manage $278,799,852 in 653 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $426,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at Creative Capital Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Robert C. Eddy
CRD#: 1013119
8880 Rio San Diego Dr#1150, San Diego, CA 92108
96
Wealthminder
score

Robert Eddy (CRD# 1013119) is an Investment Advisor Representative working at Creative Capital Management Inc. in San Diego, CA and has over 33 years of experience in the finance industry. Robert Eddy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Margaret F. Eddy
CRD#: 1068676
8880 Rio San Diego Dr#1150, San Diego, CA 92108
90
Wealthminder
score

Margaret Eddy (CRD# 1068676) is an Investment Advisor Representative working at Creative Capital Management Inc. in San Diego, CA and has 1 year of experience in the finance industry. Margaret Eddy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brian W. Matter
CRD#: 2935642
8880 Rio San Diego Dr#1150, San Diego, CA 92108
90
Wealthminder
score

Brian Matter (CRD# 2935642) is an Investment Advisor Representative working at Creative Capital Management Inc. in San Diego, CA and has 1 year of experience in the finance industry. Brian Matter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew B. Showley
CRD#: 6307535
8880 Rio San Diego Dr#1150, San Diego, CA 92108
90
Wealthminder
score

Matthew Showley (CRD# 6307535) is an Investment Advisor Representative working at Creative Capital Management Inc. in San Diego, CA and has 1 year of experience in the finance industry. Matthew Showley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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