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| Certified Advisory Corp
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|---|---|
| CRD # | 120990 |
| SEC # | 801-61305 |
| CIK # | 0001731732 |
| AUM | 3,044.5 M (2026-03-31) |
| Employees | 39 (51% Investors, 23% Brokers) |
| Phone | 407-869-9800 |
| Address | 1111 Douglas Avenue Altamonte Springs, FL 32714-2033 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001731732 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,475 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,001 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 63 | 0.5 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,372 | 3.0 |
| By Discretionary | ||
| Discretionary | 6,372 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,372 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 6,372 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731732] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 61 |
| Serves | Institutional, Retail, Research |
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