SANTA BARBARA, CACRD 144290Latest ADV March 26, 2026
Certis Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated March 26, 2026, reports $256M in regulatory assets under management, 7 employees, and 31 accounts.
Assets Under Management
$256M
Employees
7
Offices
--
Total Clients
31
Primary office
SANTA BARBARA, CA
801 GARDEN STREET, SUITE 300, SANTA BARBARA, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$256Mas of March 26, 2026
Discretionary9.5%
$24M
9% of total RAUM9.5%
Non-discretionary90.5%
$232M
91% of total RAUM90.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$256M
Total Accounts31
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee4:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.