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Certis Capital Management, Inc.

● SEC registered since 2026CRD 144290SEC# 801-135578Santa Barbara, CA
Export (members)
Reg. AUM
$255.9M
Employees
7
Accounts
31
Location
Santa Barbara, CA

Certis Capital Management, Inc. assets under management

Certis Capital Management, Inc. operates as an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2026. It reports $255.9 million in regulatory assets under management and employs 7 people.
www.certiscapital.comView on SEC.gov ↗

Certis Capital Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kelly Reed Smith ControlPresident & Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Certis Capital Management, Inc. manage?

Certis Capital Management, Inc. reports $255.9 million in regulatory assets under management on its Form ADV.

How many employees does Certis Capital Management, Inc. have?

Certis Capital Management, Inc. reports 7 employees.

Where is Certis Capital Management, Inc. located?

Certis Capital Management, Inc. is based in Santa Barbara, CA and has been SEC-registered since 2026.

Does Certis Capital Management, Inc. disclose fund performance?

Certis Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address801 Garden Street, Suite 300, Santa Barbara, CA 93101
Phone(805) 965-0509
Fax(805) 456-0752
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$24.2M
Non-discretionary$231.7M
Total (RAUM)$255.9M