Certis Capital Management, Inc.

Overview

It later opened its services to a small number of families and now serves families across the United States. The firm advises clients on philanthropic endeavors and has helped start family foundations. Investment interests include private equity, real estate, and private lending strategies. The firm is registered with the SEC as an investment adviser and reported $255.9M in regulatory assets under management on its latest Form ADV. Its reported client types include high net worth individuals.

Services

• Financial planning
• Portfolio management
• Adviser selection
• Philanthropic advice

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Selecting other advisers

Location

See more firms in California.

Sources and last checked

• Certis Capital Management, Inc. website, certiscapital.com, checked October 21, 2026
• SEC Investment Adviser Public Disclosure, Form ADV (CRD 144290), filed 03/26/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.