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Firm profile

Certified Advisory Corp

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJoseph F. Bert
CCOSheri M. Cuff

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.