CREATIVEONE SECURITIES, LLC
CRD #152974 SEC #801-78158 OVERLAND PARK, KS 913-814-6097
SEC Registered Broker-Dealer
Total AUM
$2.1B
Discretionary
$2B
Employees
199
Clients
26
Accounts
11,317
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.1B | $2B | $102.9M | 199 | 47 |
| Oct 2024 | $1.7B | $1.6B | $86.8M | 186 | 47 |
| Mar 2024 | $1.7B | $1.6B | $86.8M | 186 | 47 |
| Mar 2023 | $1.7B | $1.6B | $69.2M | 180 | 45 |
| Apr 2022 | $1.5B | $1.4B | $116.7M | 196 | 45 |
| Mar 2022 | $1.5B | $1.4B | $116.7M | 196 | 45 |
| Dec 2021 | $1.2B | $1.1B | $107.2M | 146 | 45 |
| Dec 2021 | $1.2B | $1.1B | $107.2M | 146 | 45 |
| Mar 2021 | $1.2B | $1.1B | $107.2M | 146 | 45 |
| Jun 2020 | $919.7M | $826.6M | $93.1M | 113 | 45 |
| Mar 2019 | $860.4M | $787.5M | $72.8M | 107 | 44 |
| May 2018 | $582M | $516M | $66.1M | 109 | 43 |
| Mar 2018 | $582M | $516M | $66.1M | 109 | 43 |
| Mar 2018 | $331.2M | $278.5M | $52.7M | 107 | 57 |
| Jan 2018 | $331.2M | $278.5M | $52.7M | 107 | 57 |
| Dec 2017 | $331.2M | $278.5M | $52.7M | 107 | 57 |
| Aug 2017 | $331.2M | $278.5M | $52.7M | 107 | 1,400 |
| May 2017 | $331.2M | $278.5M | $52.7M | 107 | 1,400 |
| Apr 2017 | $331.2M | $278.5M | $52.7M | 107 | 1,400 |
| Mar 2017 | $331.2M | $278.5M | $52.7M | 107 | 1,400 |
| Mar 2017 | $262.6M | $220.5M | $42.2M | 124 | 1,400 |
| Jan 2017 | $262.6M | $220.5M | $42.2M | 124 | 1,400 |
| Nov 2016 | $262.6M | $220.5M | $42.2M | 124 | 1,400 |
| Jul 2016 | $262.6M | $220.5M | $42.2M | 124 | 1,400 |
| Jul 2016 | $262.6M | $220.5M | $42.2M | 124 | 1,400 |
| Apr 2016 | $262.6M | $220.5M | $42.2M | 124 | 1,400 |
| Mar 2016 | $262.6M | $220.5M | $42.2M | 124 | 1,400 |
| Mar 2016 | $170.4M | $154.8M | $15.6M | 113 | 1,700 |
| Feb 2016 | $170.4M | $154.8M | $15.6M | 113 | 1,700 |
| Aug 2015 | $170.4M | $154.8M | $15.6M | 113 | 1,700 |
| Aug 2015 | $170.4M | $154.8M | $15.6M | 113 | 1,700 |
| Jul 2015 | $170.4M | $154.8M | $15.6M | 113 | 1,700 |
| Jun 2015 | $170.4M | $154.8M | $15.6M | 113 | 1,700 |
| May 2015 | $170.4M | $154.8M | $15.6M | 113 | 1,700 |
| Apr 2015 | $170.4M | $154.8M | $15.6M | 113 | 1,700 |
| Mar 2015 | $170.4M | $154.8M | $15.6M | 113 | 1,700 |
| Nov 2014 | $114.8M | $108.5M | $6.2M | 98 | 900 |
| May 2014 | $114.8M | $108.5M | $6.2M | 98 | 900 |
| May 2014 | $114.8M | $108.5M | $6.2M | 98 | 900 |
| May 2014 | $114.8M | $108.5M | $6.2M | 98 | 900 |
| Apr 2014 | $114.8M | $108.5M | $6.2M | 98 | 900 |
| Apr 2014 | $114.8M | $108.5M | $6.2M | 98 | 900 |
| Mar 2014 | $114.8M | $108.5M | $6.2M | 98 | 900 |
| Mar 2014 | $74.3M | $74.3M | $0 | 64 | 600 |
| Feb 2014 | $74.3M | $74.3M | $0 | 64 | 600 |
| Nov 2013 | $74.3M | $74.3M | $0 | 64 | 600 |
| May 2013 | $74.3M | $74.3M | $0 | 64 | 600 |
DateMar 2025
Total AUM$2.1B
Discretionary$2B
Non-Disc.$102.9M
Employees199
Clients47
DateOct 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$86.8M
Employees186
Clients47
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$86.8M
Employees186
Clients47
DateMar 2023
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$69.2M
Employees180
Clients45
DateApr 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$116.7M
Employees196
Clients45
DateMar 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$116.7M
Employees196
Clients45
DateDec 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$107.2M
Employees146
Clients45
DateDec 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$107.2M
Employees146
Clients45
DateMar 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$107.2M
Employees146
Clients45
DateJun 2020
Total AUM$919.7M
Discretionary$826.6M
Non-Disc.$93.1M
Employees113
Clients45
DateMar 2019
Total AUM$860.4M
Discretionary$787.5M
Non-Disc.$72.8M
Employees107
Clients44
DateMay 2018
Total AUM$582M
Discretionary$516M
Non-Disc.$66.1M
Employees109
Clients43
DateMar 2018
Total AUM$582M
Discretionary$516M
Non-Disc.$66.1M
Employees109
Clients43
DateMar 2018
Total AUM$331.2M
Discretionary$278.5M
Non-Disc.$52.7M
Employees107
Clients57
DateJan 2018
Total AUM$331.2M
Discretionary$278.5M
Non-Disc.$52.7M
Employees107
Clients57
DateDec 2017
Total AUM$331.2M
Discretionary$278.5M
Non-Disc.$52.7M
Employees107
Clients57
DateAug 2017
Total AUM$331.2M
Discretionary$278.5M
Non-Disc.$52.7M
Employees107
Clients1,400
DateMay 2017
Total AUM$331.2M
Discretionary$278.5M
Non-Disc.$52.7M
Employees107
Clients1,400
DateApr 2017
Total AUM$331.2M
Discretionary$278.5M
Non-Disc.$52.7M
Employees107
Clients1,400
DateMar 2017
Total AUM$331.2M
Discretionary$278.5M
Non-Disc.$52.7M
Employees107
Clients1,400
DateMar 2017
Total AUM$262.6M
Discretionary$220.5M
Non-Disc.$42.2M
Employees124
Clients1,400
DateJan 2017
Total AUM$262.6M
Discretionary$220.5M
Non-Disc.$42.2M
Employees124
Clients1,400
DateNov 2016
Total AUM$262.6M
Discretionary$220.5M
Non-Disc.$42.2M
Employees124
Clients1,400
DateJul 2016
Total AUM$262.6M
Discretionary$220.5M
Non-Disc.$42.2M
Employees124
Clients1,400
DateJul 2016
Total AUM$262.6M
Discretionary$220.5M
Non-Disc.$42.2M
Employees124
Clients1,400
DateApr 2016
Total AUM$262.6M
Discretionary$220.5M
Non-Disc.$42.2M
Employees124
Clients1,400
DateMar 2016
Total AUM$262.6M
Discretionary$220.5M
Non-Disc.$42.2M
Employees124
Clients1,400
DateMar 2016
Total AUM$170.4M
Discretionary$154.8M
Non-Disc.$15.6M
Employees113
Clients1,700
DateFeb 2016
Total AUM$170.4M
Discretionary$154.8M
Non-Disc.$15.6M
Employees113
Clients1,700
DateAug 2015
Total AUM$170.4M
Discretionary$154.8M
Non-Disc.$15.6M
Employees113
Clients1,700
DateAug 2015
Total AUM$170.4M
Discretionary$154.8M
Non-Disc.$15.6M
Employees113
Clients1,700
DateJul 2015
Total AUM$170.4M
Discretionary$154.8M
Non-Disc.$15.6M
Employees113
Clients1,700
DateJun 2015
Total AUM$170.4M
Discretionary$154.8M
Non-Disc.$15.6M
Employees113
Clients1,700
DateMay 2015
Total AUM$170.4M
Discretionary$154.8M
Non-Disc.$15.6M
Employees113
Clients1,700
DateApr 2015
Total AUM$170.4M
Discretionary$154.8M
Non-Disc.$15.6M
Employees113
Clients1,700
DateMar 2015
Total AUM$170.4M
Discretionary$154.8M
Non-Disc.$15.6M
Employees113
Clients1,700
DateNov 2014
Total AUM$114.8M
Discretionary$108.5M
Non-Disc.$6.2M
Employees98
Clients900
DateMay 2014
Total AUM$114.8M
Discretionary$108.5M
Non-Disc.$6.2M
Employees98
Clients900
DateMay 2014
Total AUM$114.8M
Discretionary$108.5M
Non-Disc.$6.2M
Employees98
Clients900
DateMay 2014
Total AUM$114.8M
Discretionary$108.5M
Non-Disc.$6.2M
Employees98
Clients900
DateApr 2014
Total AUM$114.8M
Discretionary$108.5M
Non-Disc.$6.2M
Employees98
Clients900
DateApr 2014
Total AUM$114.8M
Discretionary$108.5M
Non-Disc.$6.2M
Employees98
Clients900
DateMar 2014
Total AUM$114.8M
Discretionary$108.5M
Non-Disc.$6.2M
Employees98
Clients900
DateMar 2014
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees64
Clients600
DateFeb 2014
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees64
Clients600
DateNov 2013
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees64
Clients600
DateMay 2013
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees64
Clients600