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| Creative Financial Designs Inc
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|---|---|
| CRD # | 109032 |
| SEC # | 801-60153 |
| CIK # | 0000819864 |
| AUM | 2,941.6 M (2026-03-30) |
| Employees | 170 (91% Investors, 94% Brokers) |
| Fees | |
| Minimum | |
| Phone | 765-453-9600 |
| Address | 2704 S Goyer Rd Kokomo, IN 46902 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.6 | ||
| Trebia Acquisition Corp | 30.1 | ||
| Amazon Com Inc | 26.9 | ||
| Lilly Eli & Co | 26.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,015 | 2.0 |
| (b) Individuals (high net worth individuals) | 462 | 0.8 |
| (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 | 19 | 0.0 |
| (h) Charitable organizations | 33 | 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 | 37 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15,029 | 2.9 |
| By Discretionary | ||
| Discretionary | 14,962 | 2.9 |
| Non-Discretionary | 67 | 0.0 |
| Total | 15,029 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 15,029 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000819864] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 473 |
| Serves | Institutional, Retail, Research |
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