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CREATIVEONE SECURITIES, LLC
CRD 152974File 801-78158
APPROVED
Retail clients
Disclosure events
Filing as of May 28, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.