CERTIOR FINANCIAL GROUP, LLC
CRD #285502 SEC #801-108506 KING OF PRUSSIA, PA 610-783-7010
SEC Registered
Total AUM
$388M
Discretionary
$324.4M
Employees
10
Clients
251
Accounts
1,715
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $388M | $324.4M | $63.6M | 10 | 29 |
| Jul 2025 | $388M | $324.4M | $63.6M | 10 | 29 |
| Mar 2025 | $388M | $324.4M | $63.6M | 10 | 29 |
| Sep 2024 | $363.9M | $266.5M | $97.4M | 10 | 27 |
| Mar 2024 | $363.9M | $266.5M | $97.4M | 10 | 27 |
| Mar 2024 | $363.9M | $266.5M | $97.4M | 10 | 27 |
| Jan 2024 | $240.4M | $153.4M | $87M | 10 | 0 |
| Dec 2023 | $240.4M | $153.4M | $87M | 10 | 0 |
| Nov 2023 | $240.4M | $153.4M | $87M | 10 | 0 |
| Nov 2023 | $240.4M | $153.4M | $87M | 10 | 0 |
| Mar 2023 | $240.4M | $153.4M | $87M | 10 | 0 |
| Dec 2022 | $232.8M | $137.9M | $94.9M | 10 | 9 |
| Mar 2022 | $232.8M | $137.9M | $94.9M | 10 | 9 |
| Mar 2022 | $232.8M | $137.9M | $94.9M | 10 | 9 |
| Apr 2021 | $231.9M | $138.9M | $93M | 10 | 2 |
| Apr 2021 | $231.9M | $138.9M | $93M | 10 | 2 |
| Feb 2021 | $231.9M | $138.9M | $93M | 10 | 2 |
| Feb 2021 | $207.9M | $113M | $95M | 11 | 1 |
| Jan 2021 | $207.9M | $113M | $95M | 11 | 1 |
| Jun 2020 | $207.9M | $113M | $95M | 11 | 1 |
| Jun 2020 | $207.9M | $113M | $95M | 11 | 1 |
| May 2020 | $207.9M | $113M | $95M | 11 | 1 |
| Mar 2020 | $207.9M | $113M | $95M | 11 | 1 |
| Mar 2019 | $167.5M | $82.9M | $84.6M | 9 | 0 |
| Aug 2018 | $154.5M | $75M | $79.5M | 8 | 0 |
| Mar 2018 | $154.5M | $75M | $79.5M | 8 | 0 |
| Jun 2017 | $107.1M | $67.7M | $39.4M | 4 | 200 |
| May 2017 | $107.1M | $67.7M | $39.4M | 4 | 200 |
| Mar 2017 | $107.1M | $67.7M | $39.4M | 4 | 200 |
| Jan 2017 | $0 | $0 | $0 | 5 | 0 |
| Nov 2016 | $0 | $0 | $0 | 5 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$388M
Discretionary$324.4M
Non-Disc.$63.6M
Employees10
Clients29
DateJul 2025
Total AUM$388M
Discretionary$324.4M
Non-Disc.$63.6M
Employees10
Clients29
DateMar 2025
Total AUM$388M
Discretionary$324.4M
Non-Disc.$63.6M
Employees10
Clients29
DateSep 2024
Total AUM$363.9M
Discretionary$266.5M
Non-Disc.$97.4M
Employees10
Clients27
DateMar 2024
Total AUM$363.9M
Discretionary$266.5M
Non-Disc.$97.4M
Employees10
Clients27
DateMar 2024
Total AUM$363.9M
Discretionary$266.5M
Non-Disc.$97.4M
Employees10
Clients27
DateJan 2024
Total AUM$240.4M
Discretionary$153.4M
Non-Disc.$87M
Employees10
Clients0
DateDec 2023
Total AUM$240.4M
Discretionary$153.4M
Non-Disc.$87M
Employees10
Clients0
DateNov 2023
Total AUM$240.4M
Discretionary$153.4M
Non-Disc.$87M
Employees10
Clients0
DateNov 2023
Total AUM$240.4M
Discretionary$153.4M
Non-Disc.$87M
Employees10
Clients0
DateMar 2023
Total AUM$240.4M
Discretionary$153.4M
Non-Disc.$87M
Employees10
Clients0
DateDec 2022
Total AUM$232.8M
Discretionary$137.9M
Non-Disc.$94.9M
Employees10
Clients9
DateMar 2022
Total AUM$232.8M
Discretionary$137.9M
Non-Disc.$94.9M
Employees10
Clients9
DateMar 2022
Total AUM$232.8M
Discretionary$137.9M
Non-Disc.$94.9M
Employees10
Clients9
DateApr 2021
Total AUM$231.9M
Discretionary$138.9M
Non-Disc.$93M
Employees10
Clients2
DateApr 2021
Total AUM$231.9M
Discretionary$138.9M
Non-Disc.$93M
Employees10
Clients2
DateFeb 2021
Total AUM$231.9M
Discretionary$138.9M
Non-Disc.$93M
Employees10
Clients2
DateFeb 2021
Total AUM$207.9M
Discretionary$113M
Non-Disc.$95M
Employees11
Clients1
DateJan 2021
Total AUM$207.9M
Discretionary$113M
Non-Disc.$95M
Employees11
Clients1
DateJun 2020
Total AUM$207.9M
Discretionary$113M
Non-Disc.$95M
Employees11
Clients1
DateJun 2020
Total AUM$207.9M
Discretionary$113M
Non-Disc.$95M
Employees11
Clients1
DateMay 2020
Total AUM$207.9M
Discretionary$113M
Non-Disc.$95M
Employees11
Clients1
DateMar 2020
Total AUM$207.9M
Discretionary$113M
Non-Disc.$95M
Employees11
Clients1
DateMar 2019
Total AUM$167.5M
Discretionary$82.9M
Non-Disc.$84.6M
Employees9
Clients0
DateAug 2018
Total AUM$154.5M
Discretionary$75M
Non-Disc.$79.5M
Employees8
Clients0
DateMar 2018
Total AUM$154.5M
Discretionary$75M
Non-Disc.$79.5M
Employees8
Clients0
DateJun 2017
Total AUM$107.1M
Discretionary$67.7M
Non-Disc.$39.4M
Employees4
Clients200
DateMay 2017
Total AUM$107.1M
Discretionary$67.7M
Non-Disc.$39.4M
Employees4
Clients200
DateMar 2017
Total AUM$107.1M
Discretionary$67.7M
Non-Disc.$39.4M
Employees4
Clients200
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0