RIA Intel›Advisers›Florida›CERTIFIED ADVISORY CORP

CERTIFIED ADVISORY CORP

Advisory

N·ALTAMONTE SPRINGS, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$3.0B
1-Year AUM Growth
+18.3%
3-Year CAGR
+8.4%
Employees
20
Assets Under Management
Total AUM$3.0B
Discretionary AUM$3.0B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2,496
Team
Total Employees20
Investment Advisers39
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record85
First FilingJul 3, 2002
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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