ALTAMONTE SPRINGS, FLCRD 120990Latest ADV March 31, 2026
Certified Advisory Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Altamonte Springs, FL. Its latest Form ADV filing, dated March 31, 2026, reports $3.0B in regulatory assets under management, 39 employees, 4 offices, and 6,372 accounts.
Assets Under Management
$3.0B
Employees
39
Offices
4 offices
Total Clients
2,556
Primary office
ALTAMONTE SPRINGS, FL
1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, United States
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
1,475
2
HNWI
39.2%
1,001
3
Pension Plans
2.5%
63
4
Corporations
0.4%
9
5
Charitable
0.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 31, 2026
Discretionary100.0%
$3.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.0B
Total Accounts6,372
10Y AUM Change+$1.9B (+176.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee66:1
10Y Employee Change+24 (+160.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.