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Certis Capital Management

EST. AUM
$183,860,000

CONTACTS
3

CLIENT ACCOUNTS
24

Firm Details

Metro area Los Angeles
CRD Number 144290
Website certiscapital.com
Client types

Overview

Certis Capital Management is an SEC-registered investment adviser and multi-family office based in Santa Barbara, California. Founded in 2005, the firm provides comprehensive wealth management and advisory services to high-net-worth individuals and families. Its offering spans portfolio management, financial planning, and outsourced chief investment officer (OCIO)-style services. Certis differentiates itself through a fiduciary, fee-only approach and a focus on independent investment selection rather than proprietary products. The firm also delivers extensive family office services, including coordination of banking, credit, insurance, and estate-related activities, helping clients manage both their investment portfolios and broader financial lives holistically.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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