# CERTIFIED ADVISORY CORP

CERTIFIED ADVISORY CORP of ALTAMONTE SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 120990
- Type: SEC-registered investment adviser
- SEC file number: 801-61305
- Location: 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714-2033
- Phone: 407-869-9800
- Latest filing: 2026-03-31
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Clients: 39
- Accounts: 6,372

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Frank Bert | CEO | — |
| Sheri Mingus Cuff | PRESIDENT & CCO | — |
| BERT JOSEPH FRANK | CEO; CHAIRMAN; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SMITH BARRY MERTON | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CCO (+1 more) | — |
| CUFF SHERI MINGUS | PRESIDENT & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120990/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120990/similar
- Related entities: https://search.stillhousedata.com/firm/120990/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120990

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.