Creekside Capital, Inc.

About Creekside Capital, Inc.

<p>From its Knoxville home base in East Tennessee, Creekside Capital, Inc. works with individuals and families across the state on long-term financial planning and investment decisions.</p> <p>Co-founded in 2000, Creekside Capital is an SEC-registered investment adviser with $0.2B in assets under management (2026). The firm provides investment management alongside financial planning that often includes tax strategy discussions, retirement goal setting, estate planning, and education planning.</p> <p>For employers, Creekside Capital offers 3(21) fiduciary support as a <a href="/plan-advisors">plan advisor</a>, helping sponsors evaluate plan investments and document ongoing monitoring. This makes the firm a fit for organizations that want professional investment guidance while keeping final decision-making with the plan sponsor.</p> <ul> <li>SEC-registered investment adviser</li> <li>Founded: 2000</li> <li>Assets under management: $0.2B (2026)</li> <li>Services: 3(21) fiduciary investment advice for retirement plans</li> <li>Planning areas: retirement, tax strategies, estate planning, and education planning</li> </ul>

Website: https://www.creeksidecapitalinc.com/