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| Happy Holidays!! thanks for using AUM13F!! |
| Certior Financial Group LLC
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| CRD # | 285502 |
| SEC # | 801-108506 |
| CIK # | 0002055620 |
| AUM | $388.0 M (2025-07-14) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 610-783-7010 |
| Address | 20104 Valley Forge Circle King of Prussia, PA 19406 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055620 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 4.3 | ||
| MicroStrategy Inc | 4.2 | ||
| FS KKR Capital Corp | 3.9 | ||
| Grayscale Bitcoin Trust BTC | 3.7 | ||
| Global MOFY Metaverse Ltd | 3.6 | ||
| Apple Inc | 2.6 | ||
| FS Credit Opportunities Corp | 2.0 | ||
| Ares Capital Corp | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 293.9 |
| (b) Individuals (high net worth individuals) | 166 | 91.3 |
| (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 | 2.5 |
| (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 | 1,715 | 388.0 |
| By Discretionary | ||
| Discretionary | 1,430 | 324.4 |
| Non-Discretionary | 285 | 63.6 |
| Total | 1,715 | 388.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 387.8 | |
| Total | 1,715 | 388.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055620] |
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Geneva Partners LLC
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WI | 0.4 |
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Signature Wealth Management Partners LLC
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Bishop & Company Investment Management LLC
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