CREATIVE FINANCIAL DESIGNS, INC.
CRD #109032 SEC #801-60153 KOKOMO, IN 765-453-9600
SEC Registered Disclosures
Total AUM
$2.5B
Discretionary
$2.4B
Employees
150
Clients
251
Accounts
14,029
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.5B | $2.4B | $53.4M | 150 | 350 |
| Mar 2025 | $2.5B | $2.4B | $53.4M | 150 | 350 |
| Nov 2024 | $2.1B | $2.1B | $5.8M | 152 | 140 |
| Mar 2024 | $2.1B | $2.1B | $5.8M | 152 | 140 |
| Mar 2023 | $1.7B | $1.7B | $3.1M | 145 | 30 |
| Nov 2022 | $1.9B | $1.9B | $4M | 148 | 8 |
| Mar 2022 | $1.9B | $1.9B | $4M | 148 | 8 |
| Mar 2021 | $1.4B | $1.4B | $2.3M | 157 | 6 |
| Oct 2020 | $1.4B | $1.1B | $347M | 157 | 6,171 |
| Sep 2020 | $1.4B | $1.1B | $347M | 157 | 6,171 |
| Jul 2020 | $1.4B | $1.1B | $347M | 157 | 6,171 |
| May 2020 | $1.4B | $1.1B | $347M | 157 | 6,171 |
| Mar 2020 | $1.4B | $1.1B | $347M | 157 | 6,171 |
| Mar 2019 | $1.1B | $841.6M | $244.7M | 180 | 7,604 |
| Mar 2018 | $1.1B | $880.1M | $190.6M | 161 | 7,122 |
| Mar 2017 | $917.9M | $784.6M | $133.3M | 155 | 7,400 |
| Mar 2017 | $799.9M | $721M | $78.9M | 165 | 6,800 |
| Mar 2017 | $799.9M | $721M | $78.9M | 165 | 6,800 |
| Mar 2016 | $799.9M | $721M | $78.9M | 165 | 6,800 |
| Nov 2015 | $798.7M | $728.5M | $70.2M | 135 | 6,500 |
| Oct 2015 | $798.7M | $728.5M | $70.2M | 135 | 6,500 |
| Mar 2015 | $798.7M | $728.5M | $70.2M | 135 | 6,500 |
| Feb 2015 | $693.9M | $633.8M | $60M | 135 | 6,000 |
| Dec 2014 | $693.9M | $633.8M | $60M | 135 | 6,000 |
| Mar 2014 | $693.9M | $633.8M | $60M | 135 | 6,000 |
| Jul 2013 | $555.1M | $517.4M | $37.7M | 140 | 4,800 |
| Mar 2013 | $555.1M | $517.4M | $37.7M | 140 | 4,800 |
| Oct 2012 | $524.3M | $488M | $36.4M | 51 | 4,500 |
| Oct 2012 | $524.3M | $488M | $36.4M | 51 | 4,500 |
| May 2012 | $524.3M | $488M | $36.4M | 51 | 4,500 |
| May 2012 | $524.3M | $488M | $36.4M | 51 | 4,500 |
| Apr 2011 | $450.2M | $444.2M | $6M | 51 | -- |
| Jul 2010 | $360M | $360M | $0 | 51 | -- |
| Apr 2010 | $360M | $360M | $0 | 51 | -- |
| Sep 2009 | $240M | $240M | $0 | 51 | -- |
| Apr 2009 | $240M | $240M | $0 | 51 | -- |
| Feb 2009 | $302.9M | $302.9M | $0 | 51 | -- |
| Dec 2007 | $232.5M | $232.5M | $0 | 10 | -- |
| Aug 2007 | $232.5M | $232.5M | $0 | 10 | -- |
| Dec 2006 | $232.5M | $232.5M | $0 | 10 | -- |
| Mar 2006 | $232.5M | $232.5M | $0 | 10 | -- |
| Feb 2006 | $232.5M | $232.5M | $0 | 10 | -- |
| Feb 2005 | $147.6M | $147.6M | $0 | 10 | -- |
| Jan 2005 | $147.6M | $147.6M | $0 | 10 | -- |
| Jan 2005 | $53.6M | $53.6M | $0 | 10 | -- |
| Jul 2004 | $34.6M | $34.6M | $0 | 10 | -- |
| Jan 2004 | $34.6M | $34.6M | $0 | 10 | -- |
| Jan 2004 | $34.6M | $34.6M | $0 | 10 | -- |
| Oct 2003 | $34.6M | $34.6M | $0 | 10 | -- |
| Oct 2003 | $34.6M | $34.6M | $0 | 10 | -- |
| May 2002 | $34.6M | $34.6M | $0 | 10 | -- |
| Aug 2001 | $34.5M | $34.5M | $0 | 10 | -- |
DateDec 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$53.4M
Employees150
Clients350
DateMar 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$53.4M
Employees150
Clients350
DateNov 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$5.8M
Employees152
Clients140
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$5.8M
Employees152
Clients140
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$3.1M
Employees145
Clients30
DateNov 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$4M
Employees148
Clients8
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$4M
Employees148
Clients8
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$2.3M
Employees157
Clients6
DateOct 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$347M
Employees157
Clients6,171
DateSep 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$347M
Employees157
Clients6,171
DateJul 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$347M
Employees157
Clients6,171
DateMay 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$347M
Employees157
Clients6,171
DateMar 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$347M
Employees157
Clients6,171
DateMar 2019
Total AUM$1.1B
Discretionary$841.6M
Non-Disc.$244.7M
Employees180
Clients7,604
DateMar 2018
Total AUM$1.1B
Discretionary$880.1M
Non-Disc.$190.6M
Employees161
Clients7,122
DateMar 2017
Total AUM$917.9M
Discretionary$784.6M
Non-Disc.$133.3M
Employees155
Clients7,400
DateMar 2017
Total AUM$799.9M
Discretionary$721M
Non-Disc.$78.9M
Employees165
Clients6,800
DateMar 2017
Total AUM$799.9M
Discretionary$721M
Non-Disc.$78.9M
Employees165
Clients6,800
DateMar 2016
Total AUM$799.9M
Discretionary$721M
Non-Disc.$78.9M
Employees165
Clients6,800
DateNov 2015
Total AUM$798.7M
Discretionary$728.5M
Non-Disc.$70.2M
Employees135
Clients6,500
DateOct 2015
Total AUM$798.7M
Discretionary$728.5M
Non-Disc.$70.2M
Employees135
Clients6,500
DateMar 2015
Total AUM$798.7M
Discretionary$728.5M
Non-Disc.$70.2M
Employees135
Clients6,500
DateFeb 2015
Total AUM$693.9M
Discretionary$633.8M
Non-Disc.$60M
Employees135
Clients6,000
DateDec 2014
Total AUM$693.9M
Discretionary$633.8M
Non-Disc.$60M
Employees135
Clients6,000
DateMar 2014
Total AUM$693.9M
Discretionary$633.8M
Non-Disc.$60M
Employees135
Clients6,000
DateJul 2013
Total AUM$555.1M
Discretionary$517.4M
Non-Disc.$37.7M
Employees140
Clients4,800
DateMar 2013
Total AUM$555.1M
Discretionary$517.4M
Non-Disc.$37.7M
Employees140
Clients4,800
DateOct 2012
Total AUM$524.3M
Discretionary$488M
Non-Disc.$36.4M
Employees51
Clients4,500
DateOct 2012
Total AUM$524.3M
Discretionary$488M
Non-Disc.$36.4M
Employees51
Clients4,500
DateMay 2012
Total AUM$524.3M
Discretionary$488M
Non-Disc.$36.4M
Employees51
Clients4,500
DateMay 2012
Total AUM$524.3M
Discretionary$488M
Non-Disc.$36.4M
Employees51
Clients4,500
DateApr 2011
Total AUM$450.2M
Discretionary$444.2M
Non-Disc.$6M
Employees51
Clients--
DateJul 2010
Total AUM$360M
Discretionary$360M
Non-Disc.$0
Employees51
Clients--
DateApr 2010
Total AUM$360M
Discretionary$360M
Non-Disc.$0
Employees51
Clients--
DateSep 2009
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees51
Clients--
DateApr 2009
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees51
Clients--
DateFeb 2009
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$0
Employees51
Clients--
DateDec 2007
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees10
Clients--