CERTIS CAPITAL MANAGEMENT, INC.

CERTIS CAPITAL MANAGEMENT, INC. of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 144290). Regulatory assets under management: $255.9M.

Registration

• CRD: 144290
• SEC file number: 801-135578
• Type: Registered investment adviser
• Location: 801 GARDEN STREET, SUITE 300, SANTA BARBARA, CA, 93101
• Phone: (805) 965-0509
• Latest filing: 2026-03-26
• Regulatory AUM: $255.9M
• Discretionary AUM: $24.2M
• Non-discretionary AUM: $231.7M
• Clients: 7
• Accounts: 31

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144290 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search