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CREATIVEONE SECURITIES, LLC
CRD 152974File 801-78158
APPROVED
Retail clients
Disclosure events
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.54B
Top 25% of cohort (national)
Discretionary AUM
$2.43B
Non-discretionary $113.7M
Clients
12,485
12,485 accounts
Employees
196
Top 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 5, 2013
- Principal office
- 6330 SPRINT PARKWAY, SUITE 400, OVERLAND PARK, KS, 66211
- Phone
- 913-814-6097
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.54B
- Discretionary AUM
- $2.43B
- Non-discretionary AUM
- $113.7M
- Discretionary accounts
- 12,438
- Non-discretionary accounts
- 47
- Total accounts
- 12,485
- AUM per client
- $204K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 64 | $152.2M |
| High net worth individuals | 310 | $630.7M |
| Pension and profit sharing plans | 59 | $120.1M |
| Individuals (other than high net worth individuals) | 12,052 | $1.64B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 199 | 196 | decreased by3 |
| Apr 1, 2026 | Clients | 11,317 | 12,485 | increased by1,168 |
| Apr 1, 2026 | AUM | $2,125,054,242 | $2,541,181,202 | increased by$416,126,960 |
| Apr 1, 2026 | Accounts | 11,317 | 12,485 | increased by1,168 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 196 | 199 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17,617 | 11,317 | decreased by6,300 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,509,948,068 | $2,125,054,242 | increased by$615,106,174 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17,617 | 11,317 | decreased by6,300 |
| Apr 1, 2022 | Employees | 146 | 196 | increased by50 |
| Apr 1, 2022 | Clients | 15,933 | 17,617 | increased by1,684 |
| Apr 1, 2022 | AUM | $1,157,560,806 | $1,509,948,068 | increased by$352,387,262 |
| Apr 1, 2022 | Accounts | 15,934 | 17,617 | increased by1,683 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREATIVEONE SECURITIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREATIVEONE SECURITIES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.