|
⚲
|
| Certis Capital Management Inc
✚
|
|
|---|---|
| CRD # | 144290 |
| SEC # | 801-135578 |
| CIK # | |
| AUM | $255.9 M (2026-03-26) |
| Employees | 7 (43% Investors, 14% Brokers) |
| Phone | 805-965-0509 |
| Address | 801 Garden Street Santa Barbara, CA 93101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 24 | 183.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 183.9 |
| By Discretionary | ||
| Discretionary | 15 | 28.1 |
| Non-Discretionary | 9 | 155.7 |
| Total | 24 | 183.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.9 | |
| Total | 24 | 183.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
6th Street Advisors LLC
✚
|
AL | 0.3 |
|
Delarme Wealth Management Inc
✚
|
CA | 0.3 |
|
Estate & Trust Advisors Inc
✚
|
IL | 0.3 |
|
Argo Wealth Advisory LLC
✚
|
VA | 0.3 |
|
Richardson Financial Services Inc
✚
|
MA | 0.3 |
|
Sonoma West LLC
✚
|
0.3 | |
|
Muirfield Wealth Advisors LLC
✚
|
NC | 0.3 |
|
Delaware Avenue Wealth Planners LLC
✚
|
DE | 0.3 |
|
Releve Financial Group LLC
✚
|
AZ | 0.3 |
|
International Private Wealth Advisors LLC
✚
|
CA | 0.3 |