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Owen Reed Cummins

Creekmur Asset Management, LLC
2 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Creekmur Asset Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,630 clients
Average Client Portfolio
$345K average
Assets Under Management
$561.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

4489 Far Hills Avenue, Kettering, OH, 45429

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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
October 2025 - Present · 4 mos
Previous Registrations
Valmark Advisers, INC.
June 2023 - September 2025 · 2 yrs 3 mos
Valmark Securities, INC.Broker
June 2023 - September 2025 · 2 yrs 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.