Investment adviser · CRD 118468
CARMICHAEL CREEL INVESTMENTS
Investment adviser filing (IA)
CARMICHAEL CAPITAL, INC.
FRANKLIN, TN, United States · Form ADV filed Mar 4, 2026
- Regulatory AUM
- $127M Form ADV · Item 5.F
- Client accounts
- 203 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 37 | $118,697,590 | 93.7% |
| Individuals | 39 | $5,042,522 | 4.0% |
| Corporations & businesses | Fewer than 5 | $2,904,728 | 2.3% |
Filing source
Form ADV 2061949 · Mar 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 4, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
339 MAIN STREET, 2ND FLOORFRANKLIN, TN, 37064, United States
CRD 118468
Filing source
Form ADV 2061949 · Mar 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.