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CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032File 801-60153
APPROVED
Retail clients
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.94B
Top 25% of cohort (national)
Discretionary AUM
$2.91B
Non-discretionary $27.2M
Clients
10,566
15,029 accounts
Employees
170
Top 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 19, 2001
- Principal office
- 2704 S GOYER RD, KOKOMO, IN, 46902
- Phone
- 765-453-9600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.94B
- Discretionary AUM
- $2.91B
- Non-discretionary AUM
- $27.2M
- Discretionary accounts
- 14,962
- Non-discretionary accounts
- 67
- Total accounts
- 15,029
- AUM per client
- $278K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $18.8M |
| Charitable organizations | 33 | $9.6M |
| High net worth individuals | 462 | $841.6M |
| Pension and profit sharing plans | 19 | $21.6M |
| Individuals (other than high net worth individuals) | 10,015 | $2.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D5
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 150 | 170 | increased by20 |
| Apr 1, 2026 | Clients | 9,767 | 10,566 | increased by799 |
| Apr 1, 2026 | AUM | $2,478,773,967 | $2,941,557,605 | increased by$462,783,638 |
| Apr 1, 2026 | Accounts | 14,029 | 15,029 | increased by1,000 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 148 | 150 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7,465 | 9,767 | increased by2,302 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,916,688,922 | $2,478,773,967 | increased by$562,085,045 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,465 | 14,029 | increased by6,564 |
| Apr 1, 2022 | Employees | 157 | 148 | decreased by9 |
| Apr 1, 2022 | Clients | 6,009 | 7,465 | increased by1,456 |
| Apr 1, 2022 | AUM | $1,447,771,483 | $1,916,688,922 | increased by$468,917,439 |
| Apr 1, 2022 | Accounts | 8,093 | 7,465 | decreased by628 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREATIVE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREATIVE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.