Joseph Christopher Okello Oryang

Creative Capital Management Investments LLC

1 Year of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Creative Capital Management Investments LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

285 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$668.2M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $2.0M	0.80%
$2.0M - $3.0M	0.60%
$3M+	0.40%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

6265 Greenwich Drive, Suite 201, San Diego, CA, 92122

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History

Regulatory History (1)

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Employment Separation After Allegations

November 2019

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Employment History

Current Registrations

Creative Capital Management Investments LLC

April 2025 - Present · 10 mos

Previous Registrations

Fidelity Brokerage Services LLCBroker

January 2019 - December 2019 · 11 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.