Certior Financial Group, Llc
- Regulatory AUM
- $452M
- Discretionary
- $409M
- Clients
- 478
- Avg AUM / client
- $946K
- Accounts
- 1,698
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 311 | $103M | 22.7% |
| High net worth individuals | 165 | $346M | 76.6% |
| Pension and profit sharing plans | 1 | $3.2M | 0.7% |
| Corporations and other businesses | 1 | $192K | 0.04% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Avi No Middle Name Kantor | Managing Member | Nov 2016 (10y) | 75% or more | |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Gary Phillip Gallagher | Registered representative | Nov 2016 (10y) | ||
| Patrick Kristofor Hansen | Registered representative | CFP | Nov 2016 (10y) | |
| Adam Scott Peltzman | Registered representative | CFP | Jun 2017 (9y) | |
| Elizabeth Miriam Katrina Shamir | Registered representative | CFA | Jun 2017 (9y) | |
| Kristen Voigtsberger | Registered representative | Oct 2023 (3y) | ||
| Simon F Crew | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 939 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $382M (84% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗