Overview
Assets Under Management: $184 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 24
Average Client Assets: $8 million
Frequently Asked Questions
CERTIS CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144290), CERTIS CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CERTIS CAPITAL MANAGEMENT, INC. is headquartered in SANTA BARBARA, CA.
CERTIS CAPITAL MANAGEMENT, INC. serves 24 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, CERTIS CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CERTIS CAPITAL MANAGEMENT, INC. manages $184 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, CERTIS CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 24
Discretionary Accounts: 15
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 144290
Filing ID: 2057081
Last Filing Date: 2026-02-19 14:30:21