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Creative Financial Designs, Inc.

● SEC registered since 2001CRD 109032SEC# 801-60153Kokomo, IN
Export (members)
Reg. AUM
$2.48B
Employees
150
Accounts
14,029
Location
Kokomo, IN

Creative Financial Designs, Inc. assets under management

Creative Financial Designs, Inc. is an SEC-registered investment adviser based in Kokomo, IN. The firm has been registered since 2001. It reports $2.5 billion in regulatory assets under management and employs 150 people.
www.creativefinancialdesigns.comView on SEC.gov ↗

Creative Financial Designs, Inc. owners & executives

12 reported
NameTitleOwnershipSince
Brent Anthony Owens ControlPresident, Director25-50%1997
Brigit R BraunDirectorUnder 5%2023
Brooke Leigh Rockey ControlSecretary, DirectorUnder 5%2009
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Frequently asked questions

How much does Creative Financial Designs, Inc. manage?

Creative Financial Designs, Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Creative Financial Designs, Inc. have?

Creative Financial Designs, Inc. reports 150 employees.

Where is Creative Financial Designs, Inc. located?

Creative Financial Designs, Inc. is based in Kokomo, IN and has been SEC-registered since 2001.

Does Creative Financial Designs, Inc. disclose fund performance?

Creative Financial Designs, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2704 S Goyer Rd, Kokomo, IN 46902
Phone765-453-9600
Fax866-937-7087
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK819864
Discloses disciplinary historyYes

Assets under management

Discretionary$2.43B
Non-discretionary$53.4M
Total (RAUM)$2.48B