# Creative Funding Corporation

> Creative Funding Corporation is a state-registered investment advisory firm in Bloomfield, CT, registered since 1985, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 117439
- Filed as: CREATIVE FUNDING CORPORATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bloomfield, CT
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117439
- AdvisorCensus page: https://advisorcensus.com/firm/creative-funding-corporation-bloomfield-ct-117439

## Quick answers

**How is Creative Funding Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Creative Funding Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Creative Funding Corporation located?**
Creative Funding Corporation's principal office is in Bloomfield, CT, according to its Form ADV.

**Is Creative Funding Corporation registered with the SEC or a state?**
Creative Funding Corporation is a state-registered investment advisory firm, registered since 1985. Status as filed: APPROVED. CRD 117439.

**How much does Creative Funding Corporation manage?**
Creative Funding Corporation reports $31,576,757 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (85% discretionary).

**What types of clients does Creative Funding Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (196); high net worth individuals (7).

**Does Creative Funding Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117439

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $31,576,757
- Discretionary: $26,920,321
- Non-discretionary: $4,656,436

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 196 | $20,706,377 |
| High net worth individuals | 7 | $10,870,380 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1985 (41 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- creativefundingct.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creative Funding Corporation (CRD 117439): Form ADV filing data as of October 2026.