Data / Investment advisers / Kansas / Creativeone Securities, LLC
Creativeone Securities, LLC, Overland Park, KS: $2.5 billion AUM, SEC registered investment adviser
Creativeone Securities, LLC is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $2.5 billion in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 152974
- SEC file number
- 801-78158
- SEC status
- Approved, effective June 5, 2013
- Main office
- 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
- Phone
- (913) 814-6097
- Regulatory AUM
- $2,541,181,202 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $2,427,452,344
- Non discretionary AUM
- $113,728,858
- Accounts
- 12,485
- Employees
- 196, of which 123 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 125
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 12,052 | $1.64 billion |
| High net worth individuals | 310 | $630.7 million |
| Corporations or other businesses | 64 | $152.2 million |
| Pension and profit sharing plans | 59 | $120.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.54 billion | March 31, 2026 |
| December 1, 2025 | $2.13 billion | March 17, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tortoise Capital Advisors, L.L.C. | Overland Park | $8.93 billion | 1 | adviserinfo.sec.gov |
| Mariner Independent | Overland Park | $7.34 billion | Not listed | adviserinfo.sec.gov |
| Creativeone Wealth, LLC | Overland Park | $6.25 billion | Not listed | adviserinfo.sec.gov |
| Two West Capital Advisors LLC | Overland Park | $3.89 billion | Not listed | adviserinfo.sec.gov |
| Mariner | Overland Park, | $2.77 billion | Not listed | adviserinfo.sec.gov |
| Caliber Wealth Management, LLC | Overland Park | $1.76 billion | Not listed | adviserinfo.sec.gov |
| Triune Financial Partners, LLC | Overland Park | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Sunesis Advisors, LLC | Overland Park | $1.48 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Creativeone Securities, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.