GC
Gale R. Creighton
SAWGRASS ASSET MANAGEMENT LLC
PONTE VEDRA BEACH, FL 32082
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CRD#: 4335620
GC
Professional summary
Gale Russell Creighton, CFA, who also goes by Rusty Creighton, is a registered financial advisor currently at SAWGRASS ASSET MANAGEMENT LLC located in Ponte Vedra Beach, Florida.
Gale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gale has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rusty Creighton
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.
1) I SERVE ON THE BOARD OF DIRECTORS FOR CB FARMS, LLC SINCE JULY OF 2005. THIS IS A FAMILY FARM WITH A PRIMARY BUSINESS IN THE PRODUCTION OF EGGS AND EGG PRODUCTS LOCATED IN ATWOOD, INDIANA. I ATTEND A QUARTERLY BOARD MEETINGS THAT TAKES ROUGHLY 5 HOURS PER QUARTER. AS A BOARD MEMBER, I AM THE PRIMARY PERSON DRIVING INVESTMENT POLICIES, INVESTMENT OVERSIGHT AND FINANCIAL INVESTMENT DECISIONS WITHIN CB FINANCE, LLC. MY OWNERSHIP OF THE BUSINESS IS LESS THAN 1%. IN ADDITION, I AM A MAJOR CONTRIBUTOR TO THE GUIDANCE AND DIRECTION OF THE BUSINESS AS A KEY MEMBER OF THE BOARD. 2) HUME FOUNDATION | NON INVESTMENT-RELATED | WINTER PARK, FL | FOUNDATION | CEO & TRUSTEE | FEBRUARY 7, 2023 | ____ HRS/MO | ____ HRS/MO DURING SECURITIES TRADING HOURS | I AM THE PRIMARY DECISION MAKER FOR HOW THE ASSETS OF THIS $125 MILLION FOUNDATION ARE BEING MANAGED. IN ADDITION, I AM IDENTIFYING GRANT RECIPIENTS, WIRING MONEY TO RECIPIENTS, RUNNING THE BUSINESS OF THE FOUNDATION, INCLUDING FILING TAXES AND ALL OTHER GOVERNMENT REPORTING.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 5, 2007 - Present
SAWGRASS ASSET MANAGEMENT LLC
Office #1: 5000 Sawgrass Village Circle Suite 32, Ponte Vedra Beach, FL 32082RIA
CRD#: 108831
PONTE VEDRA BEACH, FL
Past
October 23, 2001 - July 30, 2007
ST JOHNS WEALTH MANAGEMENT
RIA
CRD#: 105564
JACKSONVILLE, FL
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".
SA
SAWGRASS ASSET MANAGEMENT LLC
SAWGRASS ASSET MANAGEMENT LLC
CRD#: 108831 / SEC#: 801-55243
RIA
Registered Investment Advisory firm - (2/13/1998 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
Florida(10/5/2007)
Exams
Current Firm
SA
SAWGRASS ASSET MANAGEMENT LLC
SAWGRASS ASSET MANAGEMENT LLC
CRD#: 108831 / SEC#: 801-55243
RIA
Registered Investment Advisory firm - (2/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5000 Sawgrass Village Circle Suite 32, Ponte Vedra Beach, FL 32082
Mailing Address
Phone number
(904) 493-5500
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 214 |
| AUM (Assets Under Management) | $ 2,262,955,025 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/23/2025 | ||
| 03/06/2024 |
Red Flags
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Company Information
SAWGRASS ASSET MANAGEMENT LLC
CRD#: 108831Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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