Creekside Capital, Inc.

Creekside Capital, Inc. (CRD# 108972) is a financial advisory firm headquartered in Knoxville, TN. They manage $221,061,138 in 748 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
8901 Sony Lane, Knoxville, TN 37923
https://www.creeksidecapitalinc.com
By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    748
    ACCOUNTS
  • Average Account Value
    $295,536
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, NH, SC, TN, TX

Financial Advisors at Creekside Capital, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Rachel Hacker, financial advisor Knoxville TN
Rachel J. Hacker
CRD#: 3192143
8901 Sony Lane, Knoxville, TN 37923

Rachel Hacker (CRD# 3192143) is an Investment Advisor Representative working at Creekside Capital, Inc. in Knoxville, TN and has 1 year of experience in the finance industry.

2
Martin McBrearty, financial advisor Knoxville TN
Martin T. McBrearty
CRD#: 3214442
8901 Sony Lane, Knoxville, TN 37923

Martin McBrearty (CRD# 3214442) is an Investment Advisor Representative working at Creekside Capital, Inc. in Knoxville, TN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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