CREATIVE FINANCIAL DESIGNS, INC.

RIASEC RegisteredEst. 2001

Total AUM

$2.9B

Discretionary

$2.9B

99% of AUM

Avg account

$196K

Accounts

15,029

Employees

170

Advisory reps

160

Firm details

Headquarters: KOKOMO, Indiana
CRD number: 109032
Registered since: April 19, 2001
Website: creativefinancialdesigns.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: Individuals69.69%
HNWI28.61%
Pension & Profit Sharing Plans0.73%
Corporations / Businesses0.64%
Charitable Organizations0.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Creative Financial Designs, Inc. is a corporate registered investment adviser that combines financial planning, portfolio management and educational services for both individual and institutional clients. The firm leans toward equity-focused management, with a clear preference for exchange-traded instruments and index-based products, and operates a mix of discretionary and non-discretionary mandates. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through publications and seminars. Fee arrangements are flexible — percentage of AUM, hourly, subscription and fixed-fee models are all used. The firm does not position itself as an active ESG investor.