DBA: CREEKSIDE CAPITAL, INC.
| Total AUM | $279.7M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $279.7M |
| Client Accounts | 773 |
| Avg Account Size | $362K |
| Employees | 4 |
| Peak AUM | $279.7MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $280M | +14.6% | +13.6% | +6.9% | |
| Non-Disc. AUM | $280M | ||||
| Total AUM | $279.7M |
| Discretionary | $0 |
| Employees | 4 |
| Client Accounts | 773 |
| Client Range | 0 |
Address
8901 SONY LANE
KNOXVILLE TN 37923
Phone
865-693-5300
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$280M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +8.2% /yrover 25 yrs · 48 filings |
Total AUM
$280M
| +14.6% |
| +13.6% |
| +6.9% |
| Total Accounts | 773 | +3.1% | +2.5% | +2.1% |
| Avg Account Size | $361,837.219 | +11.2% | +10.8% | +4.6% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $70M | +14.6% | +13.6% | +6.9% |
Client AUM Segments | |||||
| Wealth AUM | $273M | +14.8% | +13.3% | +6.6% | |
| Institutional AUM | $7M | +4.5% | +30.9% | +19.2% | |
Client Count Segments | |||||
| HNW Clients | 175 | +0.6% | +3.0% | +3.8% | |
| Institutional | 7 | 0.0% | +11.9% | +3.2% | |
| Individuals | 52 | +20.9% | +14.1% | +6.0% | |