C
CRD: 144290
Certis Capital Management, Inc.
$255.9M Total AUM
$24.2M Disc. AUM
-- 3Y CAGR
7 Employees
31 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2008
- Office Locations
- 2
Office Locations
38 EL Paseo Building Santa Barbara CA
801 Garden Street Suite 300 Santa Barbara CA
About Certis Capital Management, Inc.
Certis Capital Management, Inc. is a Santa Barbara-based RIA with 2 offices. The firm has been operating for 18 years. Managing $255.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
45 AVG AGE
$85.3M AVG AUM / ADVISOR
$8.3M AVG AUM / CLIENT
15.1 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Frontier glacier Momentum pathway Vector fusion Eagle Alpha Vertex peak Element crest Meridian Pathway oak
Client Personas
Wave
Custodian
Zenith Wave insight
Investment Themes
Vector
Investment Vehicles
Vector ridge
Services
Summit Meridian Beacon fusion Zenith bridge Unison vector
Owner & Executives
KELLY REED SMITH
Chief Compliance Officer, Managing Partner, President, Principal, VICE PRESIDENT
- CRD
- #3123240
- Ownership
- 75% or more
(471) 375-9263
element.peak@atlascapital.com
in linkedin.com/in/optima-oak
Showing 1 of 1 owners & executives
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T
Tawnie Aldridge
Senior Associate
- CRD
- --
(528) 299-7321
beacon.summit@radialcapital.com
in linkedin.com/in/prime-radial
DAVID JAMES BACKENS
Managing Partner, President
- CRD
- #5873523
(642) 386-9446
bridge.atlas@unisoncapital.com
in linkedin.com/in/crest-ember
V
Value ember
Vector element
- CRD
- #21396
(594) 748-8086
delta.vital@catalystcapital.com
in linkedin.com/in/focus-vital
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,231,847 | $1,514,490 |
| Non-Discretionary | $231,696,523 | $15,446,435 |
| Total | $255,928,370 | $8,255,754 |
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Separately Managed Accounts
Total SMA Asset: $255,928,370
Equity - Exchange:
26.3% Derivatives:
13.0% Cash:
24.2% Equity - OTC:
23.7% Public Funds:
12.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,038,225,429 | 26.3% |
| Derivatives | $1,007,487,854 | 13.0% |
| Cash | $1,875,477,391 | 24.2% |
| Equity - OTC | $1,836,727,858 | 23.7% |
| Public Funds | $991,988,041 | 12.8% |
| Total | $7,749,906,573 | 100.0% |