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Creative Capital Management Investments LLC
Creative Capital Management Investments LLC (CCMI) is a registered investment adviser headquartered in San Diego, California. Founded in 2016, with predecessor firm roots dating back to 1980, CCMI provides fee-only financial and investment advisory services, including discretionary investment management and financial planning, primarily to individuals and high net worth individuals. The firm is owned by several partners and operates with 11 employees as of 2025, and focuses on transparent, client-centric investment and planning strategies.
Investment Strategy
CCMI offers discretionary investment advisory services, constructing globally diversified portfolios primarily using ETFs and mutual funds, with an emphasis on low-cost, tax-efficient investing. Their approach is grounded in evidence-based asset allocation, long-term financial planning, and tailoring strategies to align with clients’ specific goals, risk tolerance, and life circumstances. CCMI is a fee-only adviser, ensuring alignment of interests between firm and clients, and serves predominantly individuals and high net worth clients, avoiding commissions or third-party vendor incentives.
Latest 13F Filing Activity
Creative Capital Management Investments LLC filed their most recent 13F report on Sep 30, 2025 disclosing 264 equity positions with a total 13F market value of $313M. The fund increased holdings in Dimensional World Ex U.s. Core Equity 2 Etf, Dimensional U.s. Core Equity 2 Etf, Dimensional Core Fixed Income Etf among other positions. Creative Capital Management Investments LLC reduced exposure to Ishares California Muni Bond Etf, Advanced Micro Devices Inc. Com, Intuitive Surgical, Inc. among others.
Top Holdings
Equity Positions (264)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 21.12% | $66.1M | 2,105,402 | $24.15 | $31.38 | +$8.5M |
D DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 19.29% | $60.4M | 1,565,240 | $28.37 | $38.57 | +$7.4M |
D DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 15.31% | $47.9M | 1,120,518 | $41.86 | $42.76 | +$5.4M |
A AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 9.28% | $29.0M | 291,631 | $75.74 | $99.53 | +$2.9M |
D DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | 6.39% | $20.0M | 731,929 | $25.56 | $27.31 | +$1.9M |
Industry Allocation
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