← Back to searchVisit website
CERTIS CAPITAL MANAGEMENT, INC.
CRD 144290 · SEC 801-135578
801 GARDEN STREET, SUITE 300, SANTA BARBARA, CA, 93101, United States
Phone
(805) 965-0509
Fax
(805) 456-0752
Registration
— (—)
Source
State registered
Total AUM
$255.9M
Discretionary AUM
$24.2M
Team
7 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 31 | $255.9M |
All web addresses on file
Official SEC filing: View on IAPD