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CRD#: 325715
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for CREEKSTONE CAPITAL Comes From
Understanding the Statistics for CREEKSTONE CAPITAL and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1211 Natchez Rd, Franklin, TN 37069
Mailing Address
1211 Natchez Rd, Franklin, TN 37069
Firm Size
Small
Phone Number
(650) 799-9892
Established
Delaware since 03/08/2023
Firm Type
Limited Liability Company
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CREEKSTONE CAPITAL
JR
Jeffrey Scott Rader
RR
CRD#: 2094253
Location:
Franklin, TN 37069
Company:
CREEKSTONE CAPITAL
Disclosures:
Experience:
35 years
JH
Jon Allen Higbie III
RR
CRD#: 7564950
Location:
Franklin, TN 37069
Company:
CREEKSTONE CAPITAL
Disclosures:
Experience:
3 years
CN
Casey James Nickels
RR
CRD#: 5838152
Location:
Franklin, TN 37069
Company:
CREEKSTONE CAPITAL
Disclosures:
Experience:
15 years
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