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| Certior Financial Group LLC
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|---|---|
| CRD # | 285502 |
| SEC # | 801-108506 |
| CIK # | 0002055620 |
| AUM | 452.3 M (2026-03-11) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 610-783-7010 |
| Address | 20104 Valley Forge Circle King of Prussia, PA 19406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Microsoft Corp | 3.3 | ||
| World Currency Gold Trust | 2.0 | ||
| Ares Capital Corp | 1.9 | ||
| FS Credit Opportunities Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 311 | 102.7 |
| (b) Individuals (high net worth individuals) | 165 | 346.2 |
| (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 | 1 | 3.2 |
| (h) Charitable organizations | 0 | 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 | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,698 | 452.3 |
| By Discretionary | ||
| Discretionary | 1,528 | 409.2 |
| Non-Discretionary | 170 | 43.1 |
| Total | 1,698 | 452.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 452.0 | |
| Total | 1,698 | 452.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055620] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 36 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
Horizon Advisors LLC
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