Creative Capital Management Investments Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating Creative Capital Management Investments, LLC regarding its recent data breach. The Creative Capital Management Investments data breach involved sensitive personal identifiable information belonging to an undetermined number of individuals.


Creative Capital Management Investments is a wealth management firm offering fee-only financial planning. Founded in 1975, Creative Capital Management Investments began by providing bookkeeping and counseling services to businesses in the San Diego, California, area. Over time, Creative Capital Management Investments expanded its operations into individual financial management, growing its client base and investments during the 1990s and 2000s. Today, Creative Capital Management Investments offers a variety of financial services, including strategic investing, business succession planning, family financial planning, and much more. Headquartered in San Diego, California, Creative Capital Management Investments manages over $500 million in assets for clients throughout the United States.


On August 15, 2022, Creative Capital Management Investments discovered that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. Through its investigation, Creative Capital Management Investments determined that an unauthorized actor may have accessed this sensitive information by launching a ransomware attack. On October 11, 2022, Creative Capital Management Investments began notifying individuals whose information may have been impacted. The type of information exposed includes:

  • Name
  • Social Security number
  • Date of birth
  • Driver’s license number

If you received a breach notification letter from Creative Capital Management Investments:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or

If you were impacted by the Creative Capital Management Investments data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in the free credit monitoring service provided by Creative Capital Management Investments, LLC;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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