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CERTIFIED ADVISORY CORP
CRD 120990File 801-61305
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.04B
Top 25% of cohort (national)
Discretionary AUM
$3.04B
Clients
2,556
6,372 accounts
Employees
39
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 23, 2002
- Principal office
- 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714-2033
- Phone
- 407-869-9800
- Website
- https://www.certifiedfg.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.04B
- Discretionary AUM
- $3.04B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,372
- Non-discretionary accounts
- 0
- Total accounts
- 6,372
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $23.5M |
| Charitable organizations | 6 | $4.1M |
| High net worth individuals | 1,001 | $2.06B |
| Pension and profit sharing plans | 63 | $485.4M |
| State or municipal government entities | 2 | $15.9M |
| Individuals (other than high net worth individuals) | 1,475 | $451.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITATION FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 36 | 39 | increased by3 |
| Apr 1, 2026 | Clients | 2,496 | 2,556 | increased by60 |
| Apr 1, 2026 | AUM | $2,673,832,488 | $3,044,536,415 | increased by$370,703,927 |
| Apr 1, 2026 | Accounts | 6,217 | 6,372 | increased by155 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 38 | 36 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,179 | 2,496 | increased by317 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,178,847,169 | $2,673,832,488 | increased by$494,985,319 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,011 | 6,217 | increased by1,206 |
| Apr 1, 2022 | Employees | 35 | 38 | increased by3 |
| Apr 1, 2022 | Clients | 2,054 | 2,179 | increased by125 |
| Apr 1, 2022 | AUM | $1,787,052,959 | $2,178,847,169 | increased by$391,794,210 |
| Apr 1, 2022 | Accounts | 2,055 | 5,011 | increased by2,956 |
| Jun 1, 2021 | Accounts | 4,821 | 2,055 | decreased by2,766 |
| 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 “CERTIFIED ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CERTIFIED ADVISORY” 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.