$3.3B Total AUM
$2.2B Disc. AUM
-8.5% 3Y CAGR
35 Employees
520 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wilmington Trust
- Clients
- Retail and Institutional
- Platforms
- DeltaGlacier legacy +more
- Established Date
- 01-02-2004
- Office Locations
- 9
Office Locations
1295 US Highway 1 North Palm Beach FL
820 Manhattan AVE Manhattan Beach CA
905 Bernina Avenue NE Suite D Atlanta GA
About Certuity, LLC
Certuity, LLC is an SEC-registered RIA providing discretionary asset management and financial planning, including portfolio construction, tax planning, and insurance planning, for retail and institutional clients. Portfolios span public equities, fixed income, mutual funds and ETFs, with use of private funds and alternatives such as real estate and private equity. Custody commonly via Schwab or Fidelity, and the team uses Black Diamond.
Team overview
37 AVG AGE
$220.1M AVG AUM / ADVISOR
$6.3M AVG AUM / CLIENT
4.5 yrs AVG TENURE
35 Employees
15 Advisory Reps
21 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Beacon alpha Pioneer Focus matrix Vector legacy Summit legacy Foundation Oak
Custodian
Oak pathway Atlas element Capital
Investment Themes
Pioneer pioneer Peak
Investment Vehicles
Prime Ridge
Platform
Fusion vital
Services
Delta catalyst Insight Unison Ember Vertex pathway Beacon glacier Horizon oak
Technology
Frontier matrix Pathway signal Glacier Matrix vital
Owner & Executives
P
PAUL WERNER FELSCH
Chief Compliance Officer, COUNSEL, LEGAL COUNSEL
- CRD
- #5811362
- Ownership
- Less than 5%
(532) 379-9956
timber.oak@matrixcapital.com
in linkedin.com/in/vertex-vector
L
Leonidas Carter Mecham
CHIEF OPERATING OFFICER
- CRD
- #5422991
- Ownership
- Less than 5%
(884) 302-9404
quantum.pathway@beaconcapital.com
in linkedin.com/in/frontier-summit
I
Insight quantum
Optima beacon signal
- CRD
- #16931
- Ownership
- 49.5%
(442) 713-1239
horizon.legacy@glaciercapital.com
in linkedin.com/in/pioneer-fusion
Showing 2 of 3 owners & executives
Unlock allContacts
G
GARRETT MITCHELL ALTON
--
- CRD
- #2393364
(516) 872-7747
peak.ember@catalystcapital.com
in linkedin.com/in/insight-legacy
C
Christopher J. Blassick
Director
- CRD
- --
(972) 542-3483
crest.optima@signalcapital.com
in linkedin.com/in/atlas-eagle
Q
Quantum alpha
Matrix peak
- CRD
- #61301
(499) 946-6925
momentum.atlas@pathwaycapital.com
in linkedin.com/in/summit-meridian
Showing 2 of 37 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,244,115,009 | $1,473,483 |
| Non-Discretionary | $1,057,498,239 | $3,467,207 |
| Total | $3,301,613,248 | $1,806,134 |
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Separately Managed Accounts
Total SMA Asset: $2,520,938,422
Equity - Exchange:
14.2% Public Funds:
10.0% Private Funds:
11.1% U.S. Government/Agency:
19.7% Equity - OTC:
18.3% Other:
5.8% Municipal Bonds:
16.8% Cash:
4.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $323,521,171 | 14.2% |
| Public Funds | $227,831,811 | 10.0% |
| Private Funds | $252,893,310 | 11.1% |
| U.S. Government/Agency | $448,828,667 | 19.7% |
| Equity - OTC | $416,932,214 | 18.3% |
| Other | $132,142,450 | 5.8% |
| Municipal Bonds | $382,757,442 | 16.8% |
| Cash | $93,411,044 | 4.1% |
| Total | $2,278,318,109 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION FOCUS | WAVE NORTH | X2N6LRJJ2 | WSNXD | 9.43% | $50,862,650 |
| VECTOR RADIAL | OAK MERIDIAN | IRS3BD1D6 | BMF | 4.94% | $118,008,482 |
| SIGNAL VITAL | MERIDIAN HARBOR | GGL8KKOGO | GADG | 8.48% | $66,629,300 |
| RADIAL VECTOR | WAVE CAPITAL | XGE52AP6E | ZNIQV | 5.62% | $60,359,982 |
| ATLAS CREST | DELTA QUANTUM | 62JP3V1OC | ZCIYY | 4.35% | $92,708,244 |
| ZENITH ZENITH QUANTUM | EAGLE CATALYST | LMM99LIHY | RCG | 12.30% | $57,874,588 |
| RADIAL GLACIER | GLACIER VERTEX | OABQXVFH5 | BUVWX | 1.84% | $26,083,375 |
| GLACIER BRIDGE | BEACON PATHWAY | LJQCRAWYX | HLO | 11.01% | $70,090,699 |