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CREATIVE FUNDING CORPORATION

Advisory

BLOOMFIELD, CT

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in CT

#1,072

of 1,312 advisers by AUM

Average account

$161K

across 196 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$32M

Discretionary AUM$27M

Non-Discretionary AUM$5M

Discretionary %85.3%

Total Clients203

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndMay

Operates InCT, FL, MA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

203 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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