CRD: 109032
Creative Financial Designs, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-23-1997
- Office Locations
- 100
Office Locations
About Creative Financial Designs, Inc.
Creative Financial Designs, Inc. is a Kokomo-based RIA with 100 offices. The firm has been operating for 28 years. Managing $2.9B in total assets under management, with 155 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 16, 2025 and March 30, 2026, reported AUM increased 18.7%, from $2.5B to $2.9B.
Across 5 reported observations, AUM increased 53.5% between November 4, 2022 and March 30, 2026, from $1.9B to $2.9B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 155 advisory representatives and 11,039 clients, or 71.2 clients per representative. That equates to $266.5K in reported AUM per client.
The profile lists 100 reported office locations and 28 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Creative Financial Designs, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Creative Financial Designs, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRENT ANTHONY OWENS
DIRECTOR, President
- CRD
- #2261719
- Ownership
- 25% but less than 50%
MATTHEW O BAHRENBURG
Chief Compliance Officer, General Counsel
- CRD
- #5295661
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
Unlock allContacts
BRANDON DOUGLAS AKERS
--
- CRD
- #5538135
SUE ELLEN ALLBAUGH
--
- CRD
- #3260878
Showing 2 of 164 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,914,359,046 | $194,784 |
| Non-Discretionary | $27,198,559 | $405,949 |
| Total | $2,941,557,605 | $195,725 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Creative Financial Designs, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Creative Financial Designs, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.