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James Ferguson

Creekmur Asset Management, LLC
15 Years of Experience
Maumee, OH
View SEC Summary
View SEC Summary

James Ferguson is a registered investment advisor at Creekmur Asset Management, LLC, based in Maumee, OH, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,902 clients with $800M in assets under management.

Creekmur Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,902 clients
Average Client Portfolio
$421K average
Assets Under Management
$800.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Wrap fee program fees do not exceed 2.00% and include advisory fees, platform fees, third-party manager fees, and transaction fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

301 River Road, Suite 305, Maumee, OH, 43537

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Creekmur Asset Management, LLC
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
December 2021 - October 2024 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
December 2021 - October 2024 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2018 - October 2021 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2018 - October 2021 · 3 yrs 1 mo
TD Ameritrade, INC.
February 2018 - August 2018 · 6 mos
TD Ameritrade, INC.Broker
February 2018 - August 2018 · 6 mos
TD Ameritrade Investment Management, LLC
February 2018 - August 2018 · 6 mos
Scottrade Investment Management
July 2017 - February 2018 · 7 mos
Scottrade, INC.Broker
February 2017 - February 2018 · 1 yr
E*trade Securities LLCBroker
September 2011 - February 2017 · 5 yrs 5 mos
Farmers Financial Solutions, LLCBroker
January 2008 - September 2008 · 8 mos
American Family Securities, LLCBroker
November 2007 - December 2007 · 1 mo
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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