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⚲
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| Certified Advisory Corp
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|
|
|---|---|
| CRD # | 120990 |
| SEC # | 801-61305 |
| CIK # | 0001731732 |
| AUM | $1.9 BB (2023-03-31) |
| Employees | 38 (58% Investors, 29% Brokers) |
| Phone | 407-869-9800 |
| Address | 1111 Douglas Avenue Altamonte Springs, FL 32714-2033 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001731732 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 14.2 | |
| Mastercard Inc | 309,583.1 | 7.1 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,764 | 0.6 |
| (b) Individuals (high net worth individuals) | 446 | 1.0 |
| (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 | 68 | 0.3 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 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 | 5,503 | 1.9 |
| By Discretionary | ||
| Discretionary | 5,503 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,503 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 5,503 | 1.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001731732] |
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|---|---|---|
|
Foster & Motley Inc
✚
|
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|
Corecap Advisors LLC
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MI | 2.0 |
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Heritage Financial Services LLC
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Flagship Harbor Advisors LLC
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Grove Point Advisors LLC
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MD | 1.9 |
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Boulay Financial Advisors LLC
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MN | 1.9 |
|
LarrainVial Asset Management Administradora General de Fondos Sa
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|
1.9 | |
|
BLB & B Advisors LLC
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PA | 1.9 |