Adviser Profile
| As of Date | 03/19/2026 |
| Registration status | Registration Changed to CERTIS CAPITAL MANAGEMENT, INC. |
| ADV Location | SANTA BARBARA, CA, United States |
| Contact Info | (80 xxxxxxx |
| Websites |
| AUM* | 183,860,000 -38% |
| of that, discretionary | 28,138,000 28% |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,660,833 -30% |
| % High Net Worth | 100.00% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds