Certified Advisory Corp
● SEC registered since 2002CRD 120990SEC# 801-61305Altamonte Springs, FL
Reg. AUM
$3.04B
Employees
39
Accounts
6,372
Location
Altamonte Springs, FL
Certified Advisory Corp assets under management
Certified Advisory Corp operates as an SEC-registered investment adviser based in Altamonte Springs, FL. The firm has been registered since 2002. It reports $3 billion in regulatory assets under management and employs 39 people.
Certified Advisory Corp owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Frank Bert Control | Ceo | Over 75% | 1994 |
| Sheri Mingus Cuff Control | President & Cco | Under 5% | 2022 |
Frequently asked questions
How much does Certified Advisory Corp manage?
Certified Advisory Corp reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Certified Advisory Corp have?
Certified Advisory Corp reports 39 employees.
Where is Certified Advisory Corp located?
Certified Advisory Corp is based in Altamonte Springs, FL and has been SEC-registered since 2002.
Does Certified Advisory Corp disclose fund performance?
Certified Advisory Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 |
| Phone | 407-869-9800 |
| Fax | 407-869-9700 |
| Office hours | 8:30a.m. To 5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1731732 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.04B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$3.04Bregulatory AUM
Discretionary $3.04B