Data / Investment advisers / Indiana / Creative Financial Designs, Inc.
Creative Financial Designs, Inc., Kokomo, IN: $2.9 billion AUM, SEC registered investment adviser
Creative Financial Designs, Inc. is an SEC registered investment adviser with its main office in Kokomo, Indiana and reports $2.9 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and subscription fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 109032
- SEC file number
- 801-60153
- SEC status
- Approved, effective April 19, 2001
- Main office
- 2704 S Goyer Rd, Kokomo, IN 46902
- Phone
- (765) 453-9600
- Website
- creativefinancialdesigns.com
- Regulatory AUM
- $2,941,557,605 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $2,914,359,046
- Non discretionary AUM
- $27,198,559
- Accounts
- 15,029
- Employees
- 170, of which 155 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, subscription fees, fixed fees
- Other offices
- 104
- Form ADV Item 11 disclosures
- Reported: criminal actions, SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- March 30, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 10,015 | $2.05 billion |
| High net worth individuals | 462 | $841.6 million |
| Pension and profit sharing plans | 19 | $21.6 million |
| Corporations or other businesses | 37 | $18.8 million |
| Charitable organizations | 33 | $9.6 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 | $2.94 billion | March 30, 2026 |
| December 1, 2025 | $2.48 billion | March 27, 2025 |
Other advisers in Indiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CX Institutional, LLC | Auburn | $4.46 billion | Not listed | adviserinfo.sec.gov |
| Baxter Capital Management Inc | Indianapolis | $4.19 billion | Not listed | adviserinfo.sec.gov |
| Winthrop Capital Management | Carmel | $3.97 billion | 1 | adviserinfo.sec.gov |
| Donaldson Capital Management LLC | Evansville | $3.46 billion | Not listed | adviserinfo.sec.gov |
| Praxis Investment Management, Inc. | Goshen | $3.30 billion | Not listed | adviserinfo.sec.gov |
| Bedel Financial Consulting Inc | Indianapolis | $2.92 billion | Not listed | adviserinfo.sec.gov |
| Global Atlantic Investment Advisors, LLC | Indianapolis | $2.70 billion | Not listed | adviserinfo.sec.gov |
| Phillips Financial | Fort Wayne | $2.64 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indiana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Creative Financial Designs, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.