This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Focus capitalZenith +more
- Established Date
- 10-22-1991
- Office Locations
- 2
Office Locations
About Certified Advisory Corp
Certified Advisory Corp (Certified Financial Group), an independent Central Florida-based RIA rooted in 1976, provides fiduciary financial planning and investment guidance for families and retirees. CFP® professionals deliver coordinated planning alongside in-house legal support, integrating tax, estate, insurance and retirement planning into portfolios that commonly use mutual funds and ETFs. Known for its long-running weekly “On the Money!” call-in show.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH FRANK BERT
Chief Executive Officer, Investment Advisor
- CRD
- #827053
- Ownership
- 75% or more
SHERI MINGUS CUFF
Chief Compliance Officer, President
- CRD
- #1477228
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
GARY STEPHEN ABELY
Certified Financial Planner
- CRD
- #2811837
AARON JOSEPH BERT
Certified Financial Planner
- CRD
- #5543320
Unison summit
Optima vector
- CRD
- #73716
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,044,536,415 | $477,799 |
| Non-Discretionary | $0 | -- |
| Total | $3,044,536,415 | $477,799 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,044,536,415
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $59,058,148 | 19.1% |
| Equity - Exchange | $68,643,502 | 22.2% |
| Cash | $23,499,577 | 7.6% |
| Corporate - Investment Grade | $76,373,626 | 24.7% |
| U.S. Government/Agency | $81,630,112 | 26.4% |
| Total | $309,204,965 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH VERTEX | INSIGHT BEACON | 0FFFM33TX | HWCRR | 2.80% | $83,106,120 |
| WAVE VECTOR CAPITAL | EMBER MATRIX | 0MCN3LDFE | NSR | 4.49% | $23,826,032 |
| PEAK HORIZON | SIGNAL VITAL | VWDAHB74H | XXJ | 7.95% | $58,079,468 |
| CATALYST MOMENTUM SUMMIT | SIGNAL MERIDIAN | X1XSCMV46 | XQRQC | 5.62% | $28,891,901 |
| ELEMENT SUMMIT | FRONTIER EAGLE | T2QPRB0OY | ATIMH | 1.25% | $3,487,092 |
| ALPHA DELTA | BRIDGE ZENITH | 9ESUTYBA7 | YDCOO | 9.28% | $75,180,813 |
| RADIAL FOUNDATION ZENITH | CREST GLACIER | FVNVEDM53 | SLTQQ | 7.29% | $14,423,779 |
| SIGNAL VITAL | LEGACY FOUNDATION | VNZRQNQ8B | ADXDA | 6.02% | $117,739,807 |