Investment adviser · CRD 109032
CREATIVE FINANCIAL DESIGNS, INC.
Investment adviser filing (IA)
KOKOMO, IN, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $2.94B Form ADV · Item 5.F
- Client accounts
- 15,029 Accounts, not individual clients
- Employees
- 170 Reported in this filing
- Advisory professionals
- 155 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 10,015 | $2,049,904,560 | 69.7% |
| High-net-worth individuals | 462 | $841,634,103 | 28.6% |
| Retirement plans | 19 | $21,618,877 | 0.7% |
| Corporations & businesses | 37 | $18,792,604 | 0.6% |
| Charities | 33 | $9,607,461 | 0.3% |
Filing source
Form ADV 2067157 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Subscription · Fixed
Principal office
2704 S GOYER RDKOKOMO, IN, 46902, United States
CRD 109032
Filing source
Form ADV 2067157 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.