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Creative Financial Designs, Inc.

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Total assets under management

$2,478,773,967

Total clients

9,686

4% high-net worth

Total advisors

150

of 150 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

65

Average account size

$255,913

About

Creative Financial Designs serves individual (including high‑net‑worth) clients, charitable organizations, corporate and business clients, and employer retirement plans with discretionary and non‑discretionary investment management, variable annuity and self‑directed retirement platforms, as well as comprehensive and modular financial planning and consulting. The firm delivers these services through a network of investment adviser representatives and affiliated intermediaries, using both in‑house model portfolios and adviser‑directed management.

The firm’s investment process is centered on asset‑class model allocations tied to five portfolio objectives and informed by third‑party research (Morningstar, JP Morgan, Goldman Sachs, Vanguard, etc.), and it offers a broad menu of strategies from passive ETF and mutual‑fund models to tactically managed and individual‑security combination approaches. Creative also maintains a sizable suite of Biblical Responsible Investing (BRI) strategies and provides optional features such as gradual “allocate‑over‑time” funding and an Optional Cash Allocation sweep for cash management, with either discretionary or non‑discretionary execution depending on the platform.

Compared with many enterprise peers, Creative offers subscription‑style billing and retainer arrangements in addition to traditional asset‑based fees, and it operates within a family of affiliated businesses that includes a broker/dealer, insurance and tax services—and a family‑owned real estate brokerage noted in its disclosures. The firm also publishes conflict‑of‑interest disclosures, corporate sponsor information and periodic ADV updates on its website, and provides specialized services such as dedicated variable‑annuity and hybrid management programs and adviser‑managed custom strategies.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Fee options

Percentage

$0 - $25,000: Higher tiered fees or alternative holdings for smaller accounts in Best In Class strategy (implied higher fees but no exact rate provided) $10,000+: Standard management fees (exact percentage not clearly stated in provided excerpt)

Project-based

Hourly fees for financial planning and consulting services (exact rates not specified in provided excerpt)

Other

Account minimum: $10,000

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Creative Financial Designs, Inc.

2704 S Goyer Rd

Kokomo IN 46902, United States

Number of offices

102

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