Certis Capital Management, Inc.
Certis Capital Management, Inc. is an SEC-registered ria in Santa Barbara, CA with $255.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Certis Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144290, SEC 801-135578, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $255.9M (2026-03-26)
- Firm type
- Ria
- Location
- Santa Barbara, CA
- Employees
- 7
- Clients
- 31
- CRD
- 144290
- Ownership
- SMITH, KELLY, REED
How much AUM does Certis Capital Management, Inc. have?
Certis Capital Management, Inc. reported $255.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Certis Capital Management, Inc.?
Disclosed owners and executives of Certis Capital Management, Inc. include SMITH, KELLY, REED. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.