Wealth Manager
    SEC Registered
    Manages Private Funds

    Creative Financial Designs, Inc.

    Registered investment advisor · Kokomo, Indiana · CRD #109032

    Assets Under Management
    $2.9B
    Client Accounts
    15,029
    Employees
    170
    CRD Number
    109032
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Creative Financial Designs, Inc.

    Founded in 1982, Creative Financial Designs, Inc. is a Registered Investment Adviser based in Kokomo, Indiana, offering financial planning and management services to individuals and professionals. The firm focuses on wealth accumulation, tax reduction, and risk management. It manages billions in assets under its guidance.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Creative Financial Designs, Inc.

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    Frequently Asked Questions

    What is Creative Financial Designs, Inc.'s AUM?

    Creative Financial Designs, Inc. reports approximately $2.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Creative Financial Designs, Inc. headquartered?

    Creative Financial Designs, Inc. is headquartered in Kokomo, Indiana.

    What is Creative Financial Designs, Inc.'s CRD number?

    Creative Financial Designs, Inc.'s CRD number is 109032. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Creative Financial Designs, Inc. manage?

    Creative Financial Designs, Inc. manages approximately 15,029 client accounts according to its latest SEC filing.

    Is Creative Financial Designs, Inc. SEC registered?

    Yes, Creative Financial Designs, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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