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CERTIFIED ADVISORY CORP
CRD 120990File 801-61305
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.