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Certior Financial Group, LLC
Certior Financial Group, LLC is a registered investment adviser headquartered in King of Prussia, Pennsylvania. Founded in or before 2011, the firm manages approximately $388 million in assets and employs 10 people, of whom 70% are investment professionals. Certior Financial Group provides investment advisory services to a broad client base that includes individuals (both high net worth and otherwise), as well as at least one pension plan and one corporate client. The firm is dedicated to delivering objective financial advice and robust portfolio management to help clients meet their financial goals.
Investment Strategy
Certior Financial Group, LLC offers investment advisory services using a diversified, multi-asset approach geared toward long-term growth and wealth preservation. The firm manages individualized portfolios for each client, investing across equities, fixed income, ETFs, and alternative assets such as trusts and sector funds, while taking into account individual financial goals, risk tolerance, and investment horizon. Their holdings include world currency trusts, major technology firms, credit-oriented securities, and diversified mutual funds, reflecting a balanced and research-driven investment strategy. The firm is committed to fiduciary principles, aiming to deliver risk-adjusted returns through disciplined asset allocation and ongoing portfolio monitoring.
Latest 13F Filing Activity
Certior Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 113 equity positions and 2 options positions with a total 13F market value of $134M. The fund increased holdings in SPDR Index SHS FDS, Schwab Strategic TR, World Gold TR among other positions. Certior Financial Group, LLC reduced exposure to Ishares TR, Ishares TR, Harbor Etf Trust among others.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 7.10% | $9.5M | 326,121 | $27.16 | $29.21 | +$2.0M |
S SCHD | SCHWAB STRATEGIC TR | 5.56% | $7.5M | 281,300 | $27.49 | $26.50 | +$109.9K |
T TCAF | T ROWE PRICE ETF INC | 5.52% | $7.4M | 209,668 | $33.16 | $35.28 | +$1.0M |
B BIL | SPDR SERIES TRUST | 3.82% | $5.1M | 55,821 | $91.49 | $91.73 | +$980.7K |
G GLDM | WORLD GOLD TR | 3.21% | $4.3M | 65,730 | $55.75 | $65.52 | +$1.4M |
Options Positions (2)
Industry Allocation
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