Creative Financial Designs, Inc.

RIASEC Registered

Total AUM

$2.9B

Discretionary

$2.9B

99% of AUM

Avg account

$196K

Accounts

15,029

Employees

170

Advisory reps

163

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 an independent registered investment adviser organized as a corporation. The firm is SEC-registered and has been registered since 2001. Its client mix includes individual and family clients as well as institutional relationships, and the firm delivers a range of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Creative Financial Designs also publishes periodicals or newsletters as part of its client communications. The firm uses multiple fee arrangements—percentage of AUM, hourly billing, subscription fees and fixed fees—allowing flexibility across client engagements. It maintains industry relationships with broker-dealers, accounting firms, insurance companies and real estate brokers. The firm does not identify as an active ESG investor.