SEC-registered wealth management firm Broker-dealer affiliated
Creand Management
As of its Form ADV filed September 24, 2026, Creand Management, an SEC-registered, broker-dealer affiliated wealth management firm in Miami, Florida, reported $506.6 million in regulatory assets under management across 134 accounts, ranking #168 among all wealth firms in Florida by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 154894
- SEC file number
- 801-106772
- Registered since
- October 13, 2015
- Latest Form ADV filing
- September 24, 2026
- Legal name
- BETA CAPITAL MANAGEMENT LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $506.6 million
- Discretionary
- $465.4 million (91.9%)
- Non-discretionary
- $41.2 million
- Accounts
- 134 (114 discretionary)
- Clients
- 134, approximate as reported
- Employees
- 16
- Advisory staff
- 14 performing investment advisory functions
- Average account
- $3.8 million
- Asset growth, 1 year
- -5.0% (from $533.4 million a year earlier)
- Asset growth, 3-year annual rate
- 2.5% (from $470.3 million three years earlier)
- Asset growth, 5-year annual rate
- 10.6% (from $305.9 million five years earlier)
- Client growth, 1 year
- -4.3% (from 140)
Broker-dealer affiliated. The firm is affiliated with a bank (Item 7.A(8)) that is part of a group with a broker-dealer (Item 7.A(1)) or controlled by a public company (Schedule D, Item 10.A). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 3, 2011 | $28.0 million |
| October 1, 2012 | $31.0 million |
| October 3, 2016 | $139.6 million |
| October 2, 2017 | $191.0 million |
| October 1, 2018 | $200.0 million |
| October 1, 2019 | $323.9 million |
| October 1, 2020 | $233.4 million |
| October 4, 2021 | $305.9 million |
| October 3, 2022 | $468.4 million |
| October 5, 2023 | $470.3 million |
| October 1, 2024 | $508.3 million |
| September 2, 2025 | $533.4 million |
| October 2, 2026 | $506.6 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 88 clients | $294.4 million | |
| Other 44 clients | $129.5 million | |
| Pooled investment vehicles 1 client | $48.7 million | |
| Charitable organizations fewer than 5 clients | $34.0 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Registered representative of a broker-dealer
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Banking or thrift institution
- Insurance company or agency
- Sponsor, general partner or managing member of pooled investment vehicles
Custody (Item 9)
The firm reported custody of client cash or securities, $466.0 million in total.
Investment adviser representatives
- IARs registered with the firm
- 12
- Also registered through a broker-dealer
- 12
- Employees who are IARs (Form ADV 5.B(3))
- 6
Designations held by the firm's IARs: CFA 1.
12 of the firm's 12 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 1 disclosure question. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Florida
| Firm | City | RAUM |
|---|---|---|
| Uhler Vertich White Advisors | Fort Myers | $513.7 million |
| Client 1st Advisory Group | Dunedin | $511.5 million |
| Instrumental Wealth, LLC | Tampa | $508.0 million |
| Kaufman Rossin Wealth, LLC | Miami | $506.7 million |
| Xcel Wealth Management, LLC | Holly Hill | $497.9 million |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Creand Management on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: creand.us
- Wealth management firms in Florida
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.