CRD: 285502
Certior Financial Group, LLC
$452.3M Total AUM
$409.2M Disc. AUM
23.3% 3Y CAGR
9 Employees
514 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge vector
- Established Date
- 10-17-2016
- Office Locations
- 3
Office Locations
2006 Dekalb Pike East Norriton PA
20104 Valley Forge Circle King OF Prussia PA
-- West Chester PA
About Certior Financial Group, LLC
Certior Financial Group LLC is an SEC-registered investment adviser providing collaborative, education-driven financial planning and ongoing investment guidance tailored to clients’ life goals. The team works with clients nationwide, supporting retirees, business owners, and those in transition with plans that evolve over time. Client accounts are custodied at Charles Schwab.
Team overview
48 AVG AGE
$64.6M AVG AUM / ADVISOR
$879.9K AVG AUM / CLIENT
6.8 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Element horizon Insight Vertex Alpha vital Summit Eagle Legacy Wave alpha Bridge ridge
Client Personas
Momentum meridian Value Capital
Custodian
Foundation eagle Vital horizon Zenith capital Crest Meridian timber Wave Vital alpha Timber atlas
Investment Themes
Eagle Zenith wave Legacy Peak fusion Vector Optima Vector wave
Investment Vehicles
North Legacy foundation Alpha Value
Platform
Capital Unison momentum
Services
Timber vector Delta Quantum Catalyst legacy Value Element beacon Element Peak Momentum Wave Matrix north Vital crest Horizon Signal
Technology
Value
Owner & Executives
A
AVI NO MIDDLE NAME KANTOR
Managing Member, Partner
- CRD
- #2203133
- Ownership
- 75% or more
(918) 287-5269
harbor.zenith@insightcapital.com
in linkedin.com/in/glacier-horizon
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
(797) 422-9754
summit.foundation@momentumcapital.com
in linkedin.com/in/wave-radial
Showing 2 of 2 owners & executives
Unlock allContacts
Simon F Crew
Financial Advisor Associate
- CRD
- #7369873
(216) 544-3320
fusion.pioneer@frontiercapital.com
in linkedin.com/in/unison-crest
GARY PHILLIP GALLAGHER
Partner
- CRD
- #5745751
(778) 940-9810
capital.delta@legacycapital.com
in linkedin.com/in/capital-crest
V
Vector ember
Atlas zenith
- CRD
- #84671
(400) 442-3065
value.horizon@crestcapital.com
in linkedin.com/in/ember-fusion
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $409,169,193 | $267,781 |
| Non-Discretionary | $43,109,404 | $253,585 |
| Total | $452,278,597 | $266,360 |
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Separately Managed Accounts
Total SMA Asset: $452,278,597
Public Funds:
24.2% Equity - Exchange:
23.2% Cash:
23.1% Private Funds:
29.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,588,023,991 | 24.2% |
| Equity - Exchange | $1,522,403,165 | 23.2% |
| Cash | $1,515,841,082 | 23.1% |
| Private Funds | $1,935,814,369 | 29.5% |
| Total | $6,562,082,607 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE MOMENTUM EMBER | ELEMENT CATALYST | I3H42V5YM | ICAJ | 4.89% | $71,661,336 |
| FUSION NORTH ZENITH | BEACON RIDGE | AL5JINRYN | XZKDF | 6.45% | $49,507,184 |
| RIDGE RADIAL TIMBER | VITAL EAGLE | 4X65DOMMF | GSN | 5.81% | $41,084,593 |
| WAVE PATHWAY VITAL | MATRIX INSIGHT | U6YGQAQ9X | EHBCH | 0.82% | $92,827,016 |
| LEGACY PEAK | QUANTUM SUMMIT | 6L4A646XL | PVQBE | 2.30% | $48,419,283 |
| QUANTUM HORIZON | BEACON HARBOR | SGXHFG3E7 | HHI | 3.60% | $17,459,859 |
| MOMENTUM SUMMIT | BRIDGE QUANTUM | OM2A28AY8 | AMY | 10.39% | $91,606,709 |
| FOUNDATION PATHWAY CATALYST | QUANTUM CREST | FGGSRSQ1Q | PSQXG | 1.79% | $44,333,740 |