Investment adviser · CRD 152974
CREATIVEONE SECURITIES, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $2.54B Form ADV · Item 5.F
- Client accounts
- 12,485 Accounts, not individual clients
- Employees
- 196 Reported in this filing
- Advisory professionals
- 123 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 |
|---|---|---|---|
| Individuals | 12,052 | $1,638,234,504 | 64.5% |
| High-net-worth individuals | 310 | $630,736,170 | 24.8% |
| Corporations & businesses | 64 | $152,158,749 | 6.0% |
| Retirement plans | 59 | $120,051,779 | 4.7% |
Filing source
Form ADV 2134882 · Sep 25, 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: Sep 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
6330 SPRINT PARKWAY, SUITE 400OVERLAND PARK, KS, 66211, United States
CRD 152974
Filing source
Form ADV 2134882 · Sep 25, 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.