Martin T. Mcbrearty

CREEKSIDE CAPITAL

KNOXVILLE, TN 37923

Some features on this profile are disabled

CRD#: 3214442

Professional summary

Martin Thomas Mcbrearty is a registered financial advisor currently at CREEKSIDE CAPITAL, INC. located in Knoxville, Tennessee.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Martin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MARTIN IS A PARTNER IN SONY LANE PARTNERSHIP, WHICH OWNS THE BUILDING THAT MCBREARTY CAPITAL MANAGEMENT IS LOCATED IN. MARTIN BECAME A PARTNER IN 8/2008 AND HE SPENDS APPROXIMATELY 4 HOURS PER MONTH ON THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Thomas Mcbrearty's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 5, 2004 - Present

CREEKSIDE CAPITAL, INC.

Office #1: 8901 Sony Lane, Knoxville, TN 37923

RIA

CRD#: 108972

KNOXVILLE, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREEKSIDE CAPITAL, INC.

CREEKSIDE CAPITAL, INC. | MCBREARTY CAPITAL MANAGEMENT INC

CRD#: 108972 / SEC#: 801-57187

RIA

Registered Investment Advisory firm - (1/21/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(4/5/2004)

IAR

Texas
(10/24/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CREEKSIDE CAPITAL, INC.

CREEKSIDE CAPITAL, INC. | MCBREARTY CAPITAL MANAGEMENT INC

CRD#: 108972 / SEC#: 801-57187

RIA

Registered Investment Advisory firm - (1/21/2000 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8901 Sony Lane, Knoxville, TN 37923

Mailing Address

Phone number

(865) 693-5300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREEKSIDE CAPITAL BROCHURE (2/18/2025)

Regulatory assets under management

Total Number of Accounts	750
AUM (Assets Under Management)	$ 244,145,183

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Lester Kefauver

FLAGSHIP HARBOR ADVISORS, LLC

IAR

Maryville, TN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Martin T. Mcbrearty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Thomas Mcbrearty's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREEKSIDE CAPITAL, INC.

Primary Firm SEC Registration

CREEKSIDE CAPITAL, INC.

State Registrations and Notice Filings

Exams

Current Firm

CREEKSIDE CAPITAL, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREEKSIDE CAPITAL, INC.

TRUST BUT VERIFY

Similar Advisors