Certified Advisory Corp
Altamonte Springs, FL·SEC-registered · CRD #120990
Certified Advisory Corp is an SEC-registered investment advisory firm in Altamonte Springs, FL managing $3.0B across 6.4k client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.0B
Client accounts
6.4k
Advisory staff
20
Fee model
Fee-based
How Certified Advisory Corp is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Certified Advisory Corp
How much does Certified Advisory Corp manage?
Per its most recent SEC Form ADV filing (03/31/2026), Certified Advisory Corp reports $3.0B in regulatory assets under management across roughly 6.4k client accounts.
How does Certified Advisory Corp charge?
Certified Advisory Corp is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Certified Advisory Corp a fiduciary?
Yes. Certified Advisory Corp is registered with the U.S. Securities and Exchange Commission (CRD #120990), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Certified Advisory Corp taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Certified Advisory Corp and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Certified Advisory Corp's public SEC Form ADV filing (CRD #120990, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Certified Advisory Corp. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Certified Advisory Corp? Claim this profile.