CERTIOR FINANCIAL GROUP, LLC
C28
CRD 285502·SEC 801-108506·KING OF PRUSSIA, PA
AUM
$452.3M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $167.5M
'21 · $207.9M
'22 · $231.9M
'23 · $232.8M
'25 · $388.0M
'26 · $452.3M
'20'26
$167.5M → $452.3M▲ +170%
Client mix
| Individuals Other | 311 |
| Individuals High Net Worth | 165 |
| Pension Profit Sharing Plans | 1 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 7 advisors
'22 · 6 advisors
'23 · 7 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
6 advisors → 7 advisors▲ +17%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
20104 VALLEY FORGE CIRCLEKING OF PRUSSIA, PA 19406
Business
20104 VALLEY FORGE CIRCLEKING OF PRUSSIA, PA 19406
Edgar Recent Filings
13F-HR2026-04-27 · 0001104659-26-049297
13F-HR2026-02-04 · 0001104659-26-010102
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited