Skip to main content
Company profilemyccmi.com ↗

Creative Capital Management Investments Llc Ccmi

San Diego-based CCMI provides personalized, fee-only financial planning and wealth management.

Financial Services
Explore the company ↓Explore its lists ↓
Headquarters
San Diego, California, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
1975Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
44 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Creative Capital Management Investments Llc Ccmi do?

CCMI describes its team as fiduciaries who put clients first and help them make financial decisions aligned with long-term goals.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

CCMI works best with business owners and executives, professionals and growing families, women in a life transition, and people approaching or recently in retirement.

What the business offers

Services & capabilities.

Wealth management

CCMI provides personalized, fee-only wealth management from its San Diego base.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWCreative Capital Management Investments Llc Ccmi listed #3 on Women owned financial consulting firms, September 28, 2026Open the published source list.
Creative Capital Management Investments Llc Ccmi

#3 Women owned financial consulting firms

Snapshot: September 28, 2026

Download SVG
View live list ↗

Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 27, 2026, September 28, 2026, September 29, 2026 and October 11, 2026. How the company lists are built.

Help keep this profile accurate

Something changed?

Share a correction, your relationship to the company, and supporting sources. Requests are reviewed before changes are published.

Request an update ↗
Find your next account

One company is just the start.

Explore more companies by name, headquarters and business focus.

Explore company profiles →