Verified 10 Nov 2026
Certis Capital Management, Inc.
Certis Capital Management, Inc. is a registered investment adviser in Santa Barbara, California, set up in 2005 to act as the office of one family from California's Central Valley whose third-generation business had been sold. It now advises a small number of families across the United States on investments, philanthropy and wealth transfer. Its Form ADV filed on 26 March 2026 reported $256 million in regulatory assets for 31 clients.
- Type
- Multi-family office
- Location
- Santa Barbara, California, United States
- Sectors
- Public equities
- Fund size / AUM
- $256M regulatory AUM (Form ADV, filed 2026-03-26)
- Latest fund or filing
- 26 Mar 2026
- Website
- www.certiscapital.com
Contacts on file
For Certis Capital Management, Inc., the paid file holds: 1 named decision-maker with roles.
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