CERTIFIED ADVISORY CORP
CRD #120990 SEC #801-61305 ALTAMONTE SPRINGS, FL 407-869-9800
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
36
Clients
251
Accounts
6,217
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.7B | $2.7B | $0 | 36 | 74 |
| Mar 2024 | $2.3B | $2.3B | $0 | 37 | 57 |
| Mar 2023 | $1.9B | $1.9B | $0 | 38 | 50 |
| Mar 2022 | $2.2B | $2.2B | $0 | 38 | 37 |
| May 2021 | $1.8B | $1.8B | $0 | 35 | 37 |
| May 2021 | $1.8B | $1.8B | $0 | 35 | 37 |
| Mar 2021 | $1.8B | $1.8B | $0 | 35 | 37 |
| Jun 2020 | $1.5B | $1.5B | $0 | 35 | 37 |
| Mar 2020 | $1.5B | $1.5B | $0 | 35 | 37 |
| Jan 2020 | $1.2B | $1.2B | $0 | 17 | 27 |
| Jul 2019 | $1.2B | $1.2B | $0 | 17 | 27 |
| Jun 2019 | $1.2B | $1.2B | $0 | 17 | 27 |
| Mar 2019 | $1.2B | $1.2B | $0 | 17 | 27 |
| Nov 2018 | $1.2B | $1.2B | $0 | 15 | 37 |
| Apr 2018 | $1.2B | $1.2B | $0 | 15 | 37 |
| Apr 2018 | $1.2B | $1.2B | $0 | 15 | 37 |
| Mar 2018 | $1.2B | $1.2B | $0 | 15 | 37 |
| Mar 2018 | $1.2B | $1.2B | $0 | 15 | 37 |
| Nov 2017 | $1.1B | $1B | $100.2M | 15 | 34 |
| Oct 2017 | $1.1B | $1B | $100.2M | 15 | 34 |
| Sep 2017 | $1.1B | $1B | $100.2M | 15 | 2,253 |
| Sep 2017 | $1.1B | $1B | $100.2M | 15 | 2,253 |
| Mar 2017 | $1.1B | $1B | $100.2M | 15 | 2,253 |
| Mar 2017 | $1.1B | $1B | $100.2M | 15 | 2,253 |
| Feb 2017 | $1B | $753.1M | $256.5M | 16 | 2,187 |
| Jan 2017 | $1B | $753.1M | $256.5M | 16 | 2,187 |
| Dec 2016 | $1B | $753.1M | $256.5M | 16 | 2,187 |
| Jun 2016 | $1B | $753.1M | $256.5M | 16 | 2,187 |
| Apr 2016 | $1B | $753.1M | $256.5M | 16 | 2,187 |
| Mar 2016 | $1B | $753.1M | $256.5M | 16 | 2,187 |
| Mar 2016 | $1B | $753.1M | $256.5M | 16 | 2,187 |
| May 2015 | $888.4M | $695.8M | $192.6M | 16 | 2,008 |
| Apr 2015 | $888.4M | $695.8M | $192.6M | 16 | 2,008 |
| Mar 2015 | $888.4M | $695.8M | $192.6M | 16 | 2,008 |
| Mar 2015 | $888.4M | $695.8M | $192.6M | 16 | 2,008 |
| Sep 2014 | $756.1M | $572.3M | $183.8M | 17 | 1,811 |
| Sep 2014 | $756.1M | $572.3M | $183.8M | 17 | 1,811 |
| Mar 2014 | $756.1M | $572.3M | $183.8M | 17 | 1,811 |
| Mar 2014 | $756.1M | $572.3M | $183.8M | 17 | 1,811 |
| Feb 2014 | $756.1M | $572.3M | $183.8M | 17 | 1,811 |
| Feb 2014 | $569.4M | $420.7M | $148.8M | 15 | 1,500 |
| Feb 2014 | $569.4M | $420.7M | $148.8M | 15 | 1,500 |
| Jan 2014 | $569.4M | $420.7M | $148.8M | 15 | 1,500 |
| Oct 2013 | $569.4M | $420.7M | $148.8M | 15 | 1,500 |
| Aug 2013 | $569.4M | $420.7M | $148.8M | 15 | 1,500 |
| Jul 2013 | $569.4M | $420.7M | $148.8M | 15 | 1,500 |
| Mar 2013 | $569.4M | $420.7M | $148.8M | 15 | 1,500 |
| Jun 2012 | $501.5M | $376.4M | $125.1M | 11 | 1,200 |
| Apr 2012 | $501.5M | $376.4M | $125.1M | 11 | 1,200 |
| Mar 2012 | $501.5M | $376.4M | $125.1M | 11 | 1,200 |
| Mar 2012 | $501.5M | $376.4M | $125.1M | 11 | 1,200 |
| Aug 2011 | $483.2M | $447.5M | $35.7M | -- | -- |
| Aug 2011 | $483.2M | $447.5M | $35.7M | -- | -- |
| Apr 2011 | $435M | $401.8M | $33.1M | -- | -- |
| Mar 2011 | $435M | $401.8M | $33.1M | -- | -- |
| Jul 2010 | $331M | $331M | $0 | -- | -- |
| Jun 2010 | $331M | $331M | $0 | -- | -- |
| May 2010 | $331M | $331M | $0 | -- | -- |
| Mar 2009 | $231.6M | $230.6M | $951.3K | -- | -- |
| Jan 2008 | $258.8M | $257.9M | $944.4K | -- | -- |
| Oct 2007 | $207.1M | $205.8M | $1.4M | -- | -- |
| Oct 2007 | $207.1M | $205.8M | $1.4M | -- | -- |
| Mar 2007 | $207.1M | $205.8M | $1.4M | -- | -- |
| Feb 2007 | $207.1M | $205.8M | $1.4M | -- | -- |
| Mar 2006 | $155.8M | $155.3M | $575.4K | -- | -- |
| Feb 2006 | $108.7M | $108.2M | $575.4K | -- | -- |
| Jan 2006 | $108.7M | $108.2M | $575.4K | -- | -- |
| Dec 2005 | $107.5M | $106.8M | $645.5K | 10 | -- |
DateMar 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees36
Clients74
DateMar 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees37
Clients57
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees38
Clients50
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees38
Clients37
DateMay 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees35
Clients37
DateMay 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees35
Clients37
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees35
Clients37
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees35
Clients37
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees35
Clients37
DateJan 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients27
DateJul 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients27
DateJun 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients27
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients27
DateNov 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients37
DateApr 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients37
DateApr 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients37
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients37
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients37
DateNov 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$100.2M
Employees15
Clients34
DateOct 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$100.2M
Employees15
Clients34
DateSep 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$100.2M
Employees15
Clients2,253
DateSep 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$100.2M
Employees15
Clients2,253
DateMar 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$100.2M
Employees15
Clients2,253
DateMar 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$100.2M
Employees15
Clients2,253
DateFeb 2017
Total AUM$1B
Discretionary$753.1M
Non-Disc.$256.5M
Employees16
Clients2,187
DateJan 2017
Total AUM$1B
Discretionary$753.1M
Non-Disc.$256.5M
Employees16
Clients2,187
DateDec 2016
Total AUM$1B
Discretionary$753.1M
Non-Disc.$256.5M
Employees16
Clients2,187
DateJun 2016
Total AUM$1B
Discretionary$753.1M
Non-Disc.$256.5M
Employees16
Clients2,187
DateApr 2016
Total AUM$1B
Discretionary$753.1M
Non-Disc.$256.5M
Employees16
Clients2,187
DateMar 2016
Total AUM$1B
Discretionary$753.1M
Non-Disc.$256.5M
Employees16
Clients2,187
DateMar 2016
Total AUM$1B
Discretionary$753.1M
Non-Disc.$256.5M
Employees16
Clients2,187
DateMay 2015
Total AUM$888.4M
Discretionary$695.8M
Non-Disc.$192.6M
Employees16
Clients2,008
DateApr 2015
Total AUM$888.4M
Discretionary$695.8M
Non-Disc.$192.6M
Employees16
Clients2,008
DateMar 2015
Total AUM$888.4M
Discretionary$695.8M
Non-Disc.$192.6M
Employees16
Clients2,008
DateMar 2015
Total AUM$888.4M
Discretionary$695.8M
Non-Disc.$192.6M
Employees16
Clients2,008
DateSep 2014
Total AUM$756.1M
Discretionary$572.3M
Non-Disc.$183.8M
Employees17
Clients1,811
DateSep 2014
Total AUM$756.1M
Discretionary$572.3M
Non-Disc.$183.8M
Employees17
Clients1,811
DateMar 2014
Total AUM$756.1M
Discretionary$572.3M
Non-Disc.$183.8M
Employees17
Clients1,811
DateMar 2014
Total AUM$756.1M
Discretionary$572.3M
Non-Disc.$183.8M
Employees17
Clients1,811
DateFeb 2014
Total AUM$756.1M
Discretionary$572.3M
Non-Disc.$183.8M
Employees17
Clients1,811
DateFeb 2014
Total AUM$569.4M
Discretionary$420.7M
Non-Disc.$148.8M
Employees15
Clients1,500
DateFeb 2014
Total AUM$569.4M
Discretionary$420.7M
Non-Disc.$148.8M
Employees15
Clients1,500
DateJan 2014
Total AUM$569.4M
Discretionary$420.7M
Non-Disc.$148.8M
Employees15
Clients1,500
DateOct 2013
Total AUM$569.4M
Discretionary$420.7M
Non-Disc.$148.8M
Employees15
Clients1,500
DateAug 2013
Total AUM$569.4M
Discretionary$420.7M
Non-Disc.$148.8M
Employees15
Clients1,500
DateJul 2013
Total AUM$569.4M
Discretionary$420.7M
Non-Disc.$148.8M
Employees15
Clients1,500
DateMar 2013
Total AUM$569.4M
Discretionary$420.7M
Non-Disc.$148.8M
Employees15
Clients1,500
DateJun 2012
Total AUM$501.5M
Discretionary$376.4M
Non-Disc.$125.1M
Employees11
Clients1,200
DateApr 2012
Total AUM$501.5M
Discretionary$376.4M
Non-Disc.$125.1M
Employees11
Clients1,200
DateMar 2012
Total AUM$501.5M
Discretionary$376.4M
Non-Disc.$125.1M
Employees11
Clients1,200
DateMar 2012
Total AUM$501.5M
Discretionary$376.4M
Non-Disc.$125.1M
Employees11
Clients1,200
DateAug 2011
Total AUM$483.2M
Discretionary$447.5M
Non-Disc.$35.7M
Employees--
Clients--
DateAug 2011
Total AUM$483.2M
Discretionary$447.5M
Non-Disc.$35.7M
Employees--
Clients--
DateApr 2011
Total AUM$435M
Discretionary$401.8M
Non-Disc.$33.1M
Employees--
Clients--
DateMar 2011
Total AUM$435M
Discretionary$401.8M
Non-Disc.$33.1M
Employees--
Clients--
DateJul 2010
Total AUM$331M
Discretionary$331M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$331M
Discretionary$331M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$331M
Discretionary$331M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$231.6M
Discretionary$230.6M
Non-Disc.$951.3K
Employees--
Clients--
DateJan 2008
Total AUM$258.8M
Discretionary$257.9M
Non-Disc.$944.4K
Employees--
Clients--
DateOct 2007
Total AUM$207.1M
Discretionary$205.8M
Non-Disc.$1.4M
Employees--
Clients--
DateOct 2007
Total AUM$207.1M
Discretionary$205.8M
Non-Disc.$1.4M
Employees--
Clients--
DateMar 2007
Total AUM$207.1M
Discretionary$205.8M
Non-Disc.$1.4M
Employees--
Clients--
DateFeb 2007
Total AUM$207.1M
Discretionary$205.8M
Non-Disc.$1.4M
Employees--
Clients--
DateMar 2006
Total AUM$155.8M
Discretionary$155.3M
Non-Disc.$575.4K
Employees--
Clients--
DateFeb 2006
Total AUM$108.7M
Discretionary$108.2M
Non-Disc.$575.4K
Employees--
Clients--
DateJan 2006
Total AUM$108.7M
Discretionary$108.2M
Non-Disc.$575.4K
Employees--
Clients--
DateDec 2005
Total AUM$107.5M
Discretionary$106.8M
Non-Disc.$645.5K
Employees10
Clients--