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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.