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 Perspective. Personalized Strategy.

Creekside Capital is a fee-only registered investment adviser focused on providing personalized financial planning and disciplined investment management for individuals, families, and business owners. As fiduciaries, we are committed to acting in our clients’ best interests while delivering thoughtful guidance tailored to each client’s goals, priorities, and long-term financial objectives. Our approach is designed to provide clarity, confidence, and a structured path forward through every stage of life and wealth.

We believe meaningful financial planning begins with understanding more than just numbers. At Creekside, relationships are central to our process, and we work closely with clients through important financial milestones including retirement planning, business transitions, education funding, charitable giving, and long-term wealth planning. Our focus remains on providing thoughtful guidance, disciplined strategy, and personalized service tailored to each client’s evolving needs.

Since 2000, Creekside Capital has remained guided by the same core principles of integrity, personalized counsel, and prudent financial stewardship. We are committed to building lasting client relationships grounded in trust, professionalism, and consistent service. Creekside Capital, Inc. is a registered investment adviser in the State of Tennessee.

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

COMMUNITY

Going beyond our four walls

Creekside Capital is proud to be deeply rooted in Knoxville - believing the most meaningful investments are the ones made in people - our clients, our neighbors and the most vulnerable members of our community. We are proud to extend our impact well beyond our four walls. Here are just a few of the organizations we support. Click on the link to see more organizations doing extraordinary work:

Click to view our full donation list

Contact Us

patty@creeksidecapitalinc.com

Phone: (865) 693-5300

Fax: (865) 693-0311

Home

Thank You. We will be in touch.

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.