Creekmur Asset Management LLC
Creekmur Asset Management LLC is a registered investment adviser headquartered in Morton, Illinois. Founded in 2019, the firm offers comprehensive financial planning and investment management services, including a wrap fee program. The team has approximately 28 employees as of 2025. Creekmur primarily serves individuals—including both non-high-net-worth and high-net-worth clients—as well as some pension and profit-sharing plans, with a focus on delivering tailored wealth management and personal financial guidance.
Investment Strategy
Creekmur Asset Management LLC provides discretionary and non-discretionary portfolio management services, primarily through a wrap fee program that encompasses transaction costs and custodial expenses. The firm constructs diversified portfolios tailored to client goals and risk preferences, investing across a range of securities including equities, ETFs, and mutual funds. Their philosophy emphasizes long-term growth, risk management, and personalized financial planning, with an objective to serve the best interests of individual investors and select institutional clients.
Top Holdings
Equity Positions (800)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUFR | FIRST TR EXCHNG TRADED FD VI | 7.13% | $40.3M | 1,268,466 | $27.83 | $31.80 | +$3.9M |
B BUFD | FIRST TR EXCHNG TRADED FD VI | 6.99% | $39.6M | 1,490,215 | $23.61 | $26.56 | +$3.7M |
B BUFQ | FIRST TR EXCHNG TRADED FD VI | 6.96% | $39.4M | 1,185,798 | $28.46 | $33.20 | +$5.2M |
Q QQQ | INVESCO QQQ TR | 6.57% | $37.2M | 67,396 | $493.22 | $551.64 | +$23.1M |
I IVV | ISHARES TR | 6.43% | $36.4M | 58,614 | $559.78 | $620.90 | +$21.1M |