Certified Advisory Corp

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Last updated: February 23rd, 2020. Data source: SEC filings.

Certified Advisory Corp, federally registered in 2002, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 17 advisors. Certified Advisory Corp manages $1.2 billion and provides investment advisory services for 1,786 clients (1:106 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 23
Percentage of Advisors Trusted 88%
Minimum Investment $100,000
Average Client Balance $667,816
Total AUM $1.2 billion
Advisor / Client Ratio 1:106
Headquarters Altamonte Springs, FL
SEC Filings View SEC IAPD CRD #120990
State(s) Registered AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, MI, NV, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WA

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.