SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Creand Management
Miami, FL
Beta Capital Management LLC, CRD 154894
Firm filing updated September 24, 2026 ·
- $506.6MAssets
- 14Advisory staff
- 134Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals88
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 88 | $294.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $48.7 million |
| Charitable organizations | Fewer than 5 clients | $34.0 million |
| Other: "PERSONAL INVESTMENT COMPANIES - PICS" | 44 | $129.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "GENERAL ECONOMIC ADVICE"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "GENERAL ECONOMIC ADVICE"
Assets and accounts
- Regulatory assets$506.6 million
- Accounts134
- Discretionary$465.4 million · 114 accounts
- Non-discretionary$41.2 million · 20 accounts
People
- Employees16
- Advisory staff14
- Broker-dealer reps16
- Licensed insurance agents0
- Planning clients0
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Beta Capital Management LLC SEC-registered investment advisor. CRD 154894, SEC file 801-106772.
- Registered with the SEC as an investment advisor (status date on record: October 13, 2015).
Is Creand Management a fiduciary?
Short answer: Creand Management is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 16 staff are broker-dealer representatives, the firm is itself a registered representative of a broker-dealer and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.