Page 5 Part 2A of Form ADV: Creekmur Asset Management, LLC Brochure A. Creekmur Asset Management, LLC Creekmur Asset Management, LLC (“CAM, LLC” and/or “the firm”) is an Illinois limited liability company. Creekmur is owned and managed by John Creekmur. CAM, LLC has been providing investment advisory services since January 2020. B. Advisory Services Offered B.1. Discretionary Portfolio Asset Management Services For its discretionary portfolio asset management services, CAM, LLC receives a limited power of attorney to effect securities transactions on behalf of its clients that include securities and strategies described in Item 8 of this brochure. CAM, LLC’s portfolio asset management services are predicated on the client's investment objectives, goals, tolerance for risk, and other personal and financial circumstances. CAM, LLC will analyze each client's current investments, investment objectives, goals, age, time horizon, financial circumstances, investment experience, investment restrictions and limitations, and risk tolerance and implement a portfolio consistent with such investment objectives, goals, risk tolerance and related financial circumstances. In addition, CAM, LLC may utilize third-party software to analyze individual security holdings and separate account managers utilized within the client’s portfolio. CAM, LLC’s portfolio asset management services to clients take into account a client's personal financial circumstances, investment objectives and tolerance for risk (e.g., cash-flow, tax and estate). CAM, LLC’s engagement with a client will include, as appropriate, the following:  Providing assistance in reviewing the client's current investment portfolio against the client's personal and financial circumstances as disclosed to CAM, LLC in response to a questionnaire and/or in discussions with the client and reviewed in meetings with CAM, LLC.  Analyzing the client's financial circumstances, investment holdings and strategy, and goals.  Providing assistance in identifying a targeted asset allocation and portfolio design.  Implementing and/or recommending individual equity and fixed income securities, mutual funds and ETFs.  Retaining independent investment managers.  Reporting to the client on a quarterly basis or at some other interval agreed upon with the client, information on contributions and withdrawals in the client's investment portfolio, and the performance of the client's portfolio measured against appropriate benchmarks (including benchmarks selected by the client).  Proposing changes in the client's investment portfolio in consideration of changes in the client's personal circumstances, investment objectives and tolerance for risk, the Page 6 performance record of any of the client's investments, and/or the performance of any fund retained by the client. Clients are obligated to provide the firm with any reasonable investment restrictions that should be imposed on the management of their portfolios, and to promptly notify the firm in writing of any changes in such restrictions or in the their personal financial

circumstances, investment objectives, goals and tolerance for risk. CAM, LLC will remind clients of their obligation to inform the firm of any such changes or any restrictions that should be imposed on the management of the client’s account. CAM, LLC will also contact clients at least annually to determine whether there have been any changes in a client's personal financial circumstances, investment objectives and tolerance for risk. B.2. Financial Planning Services CAM, LLC provides Comprehensive Financial Planning services. CAM, LLC will provide a written or oral report (depending on the client’s preference) providing a financial plan designed to help achieve their stated financial goals and objectives. Based on the client’s needs, financial planning services may include (but are not limited to) the following:  Estate Analysis  Insurance Analysis  Business Financial Plan  Retirement Analysis  Investment Analysis  Accumulation Funding Analysis  Tax Analysis  Budget Construction/Analysis  Income Funding Analysis  Special Project Work CAM, LLC gathers required information through in-depth personal interviews and questionnaires. Information gathered includes a client's current financial status, investment objectives, future goals, and attitudes toward risk. Documents supplied by the client are carefully reviewed, and recommendations provided covering one or more of the above-mentioned topics as directed by the client. CAM, LLC may provide advice regarding particular investments and securities, and these may include investments currently owned by the client, or investments that CAM, LLC may recommend to a client. The client is under no obligation to effect securities or insurance transactions through CAM, LLC’s affiliates or related persons if they choose to act on or otherwise implement any recommendations made in the financial plan. A CAM, LLC representative will meet at least once per year with financial planning clients. More frequent meetings may be available depending on complexity of a financial plan and at the request of a client. CAM, LLC uses an on-line tool to drive the financial planning process. All financial planning clients are given access to the online tool and advice is generated by a CAM, LLC representative through the application (“app”). C. Client-Tailored Services and Client-Imposed Restrictions Each client’s account will be managed on the basis of the client’s financial situation and investment objectives and in accordance with any reasonable restrictions imposed by the client Page 7 on the management of the account—for example, restricting the type or amount of security to be purchased in the portfolio. D. Wrap Fee Programs CAM, LLC provides its portfolio asset management services exclusively through a wrap fee program in which it provides investment management services for one all-inclusive fee. Please refer to Appendix 1 of Part 2A: Creekmur Asset Management, LLC Wrap Fee Program Brochure. E. Client Assets Under Management December 31, 2022, CAM, LLC had $250,821,353 in discretionary assets under management.