Creand Management

Registered investment adviser · Miami, FL · CRD #154894

Form ADV data as of 2026-09-01

Regulatory assets

$506.6 million

Total accounts

134

Employees

Disclosure events

Firm details

Website: https://creand.us
Telephone: 305-358-8844
SEC file number: 801-106772
Most recent Form ADV filing: 2026-03-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a violation of its rules

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$465.4 million
Non-discretionary regulatory assets under management	$41.2 million
Total regulatory assets under management	$506.6 million
Discretionary accounts	114
Non-discretionary accounts	20
Total accounts	134
Regulatory assets under management attributable to non-U.S. persons	$489.7 million

People

Total employees (excluding clerical)	16
Employees performing investment advisory functions (including research)	14
Employees who are registered representatives of a broker-dealer	16
Employees registered as investment adviser representatives with a state	6
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	4

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$6.2 million
Clients for whom the firm has custody	8
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$459.8 million
Clients for whom a related person has custody	120
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	Yes
Number of persons acting as qualified custodians for the firm's clients	4

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Performance-based feesOther

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsOther

Other business activities

Registered representative of a broker-dealer

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Banking or thrift institutionInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
High net worth individuals	88	$294.4 million
Pooled investment vehicles (other than investment companies and BDCs)	1	$48.7 million
Charitable organizations	1	$34.0 million
Other	44	$129.5 million