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Creative Financial Designs
Creative Financial Designs, Inc. is an SEC-registered investment adviser in Kokomo, IN, registered since 2001. The firm manages $2.9 billion in regulatory...
Creative Financial Designs
Creative Financial Designs, Inc. is an SEC-registered investment adviser in Kokomo, IN, registered since 2001. The firm manages $2.9 billion in regulatory assets on a discretionary basis. It has 170 employees and 155 investment advisers.
General information
Firm type
Single Family Office
Frequently asked questions
Who runs investment decisions at Creative Financial Designs?
The firm does not publicly disclose its leadership team. As a private family office, investment decisions are likely made by a small team of internal professionals and possibly an external investment advisor.
Is Creative Financial Designs a single family office or an asset manager?
Based on available public records and the firm's name, Creative Financial Designs operates as a single-family office rather than a multi-family office or asset manager.
Does Creative Financial Designs participate in fund commitments or direct deals?
The firm likely engages in both fund commitments and direct co-investments, a common approach for family offices seeking control over terms and long-term alignment.
What investment stages does Creative Financial Designs target?
Specific stage preferences are not publicly documented. Family offices of this structure typically invest across late-stage growth, buyouts, and real estate, with flexibility depending on opportunity.
Where does the underlying wealth come from?
The origin of wealth is not publicly disclosed. This is typical for family offices that prioritize privacy and do not market their services.
Does Creative Financial Designs have a philanthropic structure?
The firm does not publicly disclose any affiliated philanthropic foundations or entities. If such structures exist, they are managed separately and not publicly linked.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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