Creekside Capital, Inc.

Name: Creekside Capital, Inc.
Address: 8901 Sony Lane Southwest, Knoxville, TN, 37923, US
Telephone: (865) 693-5300

Wealth management built around you.

Creekside Disclosure Statement

Investment Advisor Public Disclosure

Company detail: Form CRS

Capital Partners

Creekside Capital was founded in 2000 by Rachel Hacker & Martin McBrearty who have spent over 25 years doing one thing well - helping individuals and families align their financial resources with the life they want to live. We are small by design; every client is unique, there is no one-size fits-all planning at Creekside Capital.

What We Do

Comprehensive Wealth Management

for Every Stage of Life

Whether you are building wealth in your 30's or navigating retirement in your 60's, we bring every piece of your financial life together into one clear, coordinated plan.

ABOUT US

Independent by design. Client Focused by choice.

A small firm by design. When you work with Creekside Capital, you know exactly who is managing your money - and they know exactly who you are.

Creekside Capital is a fee-only registered investment adviser dedicated to delivering personalized financial planning and disciplined investment management to individuals, families, and business owners. As fiduciaries, we act in your best interest at all times. Our mission is straightforward — to provide clarity, confidence, and a clear path forward so our clients can focus on living fully and doing what matters most.

We believe great financial planning begins with a great conversation. We take the time to understand not just your balance sheet, but your values, your priorities, and what financial independence genuinely means to you.

At Creekside, relationships are the foundation of everything we do. As such, our commitment extends well beyond portfolio management. We partner with you through life's defining moments - purchasing a first home, funding education, building or transitioning business, giving generously to causes that matter, and stepping into a retirement you have earned.

Our principles have never changed. Since 2000, every client engagement has been guided by the same commitment to integrity, thoughtful counsel, and financial excellence that defines who we are.

Creekside Capital, Inc. Is a registered investment adviser in the State of Tennessee. Registration does not imply a certain level of skill or training.

The People Behind Your Plan

Rachel J. Hacker

President, CEO

Martin T. McBrearty

President, COO

Patty L. Long

Operations & Client Relationship Manger

Heather DeCanio

Office Manager & Client Services

Going beyond our four walls

Creekside Capital is proud to be deeply rooted in Knoxville - supporting Girls Inc., Knoxville Opera Company, the Friends of the Knox County Library, and many others.

COMMUNITY

Contact Us

patty@creeksidecapitalinc.com

Phone: (865) 693-5300

Fax: (865) 693-0311

Thank You. We will be in touch.

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Creekside Capital, Inc. (Creekside) is a Securities and Exchange Commission (SEC) registered investment adviser located in Knoxville, Tennessee. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Creekside by the SEC. Creekside may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Creekside’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. You should not construe Creekside’s website as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the internet. Any subsequent, direct communication by Creekside with you will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where you reside. A copy of Creekside’s current written disclosure statement discussing Creekside’s business operations, services and fees is available from Creekside upon written request or at www.adviserinfo.sec.gov. Creekside does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to Creekside’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and you should be guided accordingly. The information provided on Creekside’s website is for informational purposes only and you should determine for yourself whether a particular service or product is suitable for your investment needs. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Nothing provided on Creekside’s website constitutes tax or legal advice. You should see the advice of your own tax or legal advisor for specific information regarding tax and legal consequents of investments.