Data / Investment advisers / Florida / Certified Advisory Corp
Certified Advisory Corp, Altamonte Springs, FL: $3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Certified Advisory Corp is an SEC registered investment adviser with its main office in Altamonte Springs, Florida and reports $3 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Certified Advisory Corp (CRD number 120990): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 120990
- SEC file number
- 801-61305
- SEC status
- Approved, effective July 23, 2002
- Main office
- 1111 Douglas Avenue, Altamonte Springs, FL 32714
- Phone
- (407) 869-9800
- Website
- financialgroup.com
- Regulatory AUM
- $3,044,536,415 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $3,044,536,415
- Accounts
- 6,372
- Employees
- 39, of which 20 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,001 | $2.06 billion |
| Pension and profit sharing plans | 63 | $485.4 million |
| Individuals (other than high net worth individuals) | 1,475 | $451.1 million |
| Corporations or other businesses | 9 | $23.5 million |
| State or municipal government entities | 2 | $15.9 million |
| Charitable organizations | 6 | $4.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.04 billion | March 31, 2026 |
| December 1, 2025 | $2.67 billion | March 31, 2025 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gryphon Wealth | Jacksonville | $3.24 billion | Not listed | adviserinfo.sec.gov |
| Cumberland Advisors | Sarasota | $3.22 billion | Not listed | adviserinfo.sec.gov |
| Evensky & Katz/Foldes Wealth Management | Coral Gables | $3.21 billion | Not listed | adviserinfo.sec.gov |
| Csenge Advisory Group, LLC | Clearwater | $3.17 billion | Not listed | adviserinfo.sec.gov |
| Cyndeo Wealth Partners | St. Petersburg | $3.15 billion | 1 | adviserinfo.sec.gov |
| Shariaportfolio, Inc. | Lake Mary | $3.01 billion | 1 | adviserinfo.sec.gov |
| Larch Capital Partners LLC | Miami | $3.00 billion | Not listed | adviserinfo.sec.gov |
| MMBG Investment Advisors Co. | Miami | $2.98 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Certified Advisory Corp on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.