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Certuity Family Office

Multifamily office listing in North Palm Beach, Florida, United States.

  • SEC-registered
  • Founded 2003
Regulatory AUM
$3.3 billion
Employees
35
Clients
101-250
Founded
2003

Certuity is a wealth management firm and multifamily office serving entrepreneurs, business leaders, professional investors and family offices.1

Overview

Certuity provides wealth management, tax strategies, alternative investments, legacy planning and outsourced chief investment officer consulting. Its broader advisory platform includes investment management, asset allocation advice, financial planning, family office services and investment consulting.23

The firm serves high and ultra-high net worth families and individuals, business owners, attorneys, trusts, private foundations, endowments, family offices, other business entities and pooled investment vehicles.3

Certuity, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser under CRD 129505.4

History

Certuity reports that it was founded in 2003. The firm was formerly known as Camden Capital, LLC and adopted the Certuity name in April 2023.56

Timeline

  1. 2003Certuity reports that it was founded in 2003.
  2. 2023The firm was formerly known as Camden Capital, LLC and adopted the Certuity name in April 2023.

Leadership

Rich Bursek is President and Partner. Mark H. Udis, Jayson J. Brown, Mariia Eroshin and Constantine S. Hatzivassiliou are Partners.78

Scott Welch is Chief Investment Officer and Partner, while Carter Mecham is Chief Operating Officer. Giuliano Celle is Managing Director and Head of Institutional Wealth, and Paul Blatz is Managing Director and Head of Portfolio Management.8

Services

Certuity’s services cover investment management, asset allocation, financial planning, tax strategies, alternative investments, legacy planning, family office support, investment consulting and outsourced chief investment officer consulting.23

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Trust and fiduciary
  • Philanthropy
  • Business owner services
  • Private and alternative investments

Client Focus

The firm works with high and ultra-high net worth families and individuals, entrepreneurs, business leaders, professional investors, business owners, attorneys, trusts, private foundations, endowments, family offices, business entities and pooled investment vehicles.13

Approach

Certuity describes its approach as fiduciary and tailored to each client’s needs, with in-house investment, capital markets, planning and technology expertise. The firm says its investment process generally combines fundamental and quantitative analysis with a long-term, buy-and-hold orientation.13

Certuity also reports employee ownership alongside ownership by ultra-high-net-worth families.1

Assets and Minimums

Certuity reports approximately $3.30 billion in regulatory assets under management in its April 30, 2026 Form ADV filing.4

The firm states that it does not impose a minimum portfolio size, although some clients are subject to a minimum annual fee and private funds have eligibility requirements. Its standard annual asset-based fee is generally 0.30% to 1.50%, depending partly on assets under management.3

By the numbers

Regulatory AUM by year$0K$1.2B$2.5B$3.7B$5.0B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 129505. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$1.5 billion$1.0 billion$510 million
2017$1.7 billion$1.2 billion$500 million
2018$2.0 billion$1.4 billion$627 million
2019$3.2 billion$2.1 billion$1.1 billion
2020$4.1 billion$2.2 billion$1.9 billion
2021$3.9 billion$2.7 billion$1.2 billion
2022$4.5 billion$3.1 billion$1.4 billion
2023$3.6 billion$2.4 billion$1.3 billion
2025$3.1 billion$2.1 billion$1.0 billion
2026$3.3 billion$2.2 billion$1.1 billion
Average AUM per client by year$0K$3M$7M$10M$13M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 129505. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$7 million
2019$11 million
2020$12 million
2021$11 million
2022$10 million
2023$8 million
2025$6 million
2026$6 million
Clients by type (2026)High net worth individuals413Individuals51Pension plans30Pooled investment vehicles26
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 129505. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals51
High net worth individuals413
Pooled investment vehicles26
Pension plans30
Employees by year0101929382016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 129505. As of .
Employees reported on Form ADV
YearEmployees
201618
201719
201820
201924
202026
202132
202235
202332
202530
202635

Ranks #4 of 23 SEC-registered firms in FL on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 129505. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

When was Certuity founded?

Certuity reports that it was founded in 2003 and adopted its current name in April 2023 after operating as Camden Capital, LLC.56

Who does Certuity serve?

Certuity serves high and ultra-high net worth families and individuals, entrepreneurs, business leaders, business owners, professional investors, family offices and a range of institutional and entity clients.13

Does Certuity require a minimum portfolio size?

Certuity states that it does not impose a minimum portfolio size, though some clients may be subject to a minimum annual fee and private funds have eligibility requirements.3

  • LocationMultifamily offices in Florida

    This Florida multifamily office directory helps a family or business owner compare firms serving clients in the region. It offers context for considering how Certuity's investment management, financial planning, tax planning, trust services, and private investment work may fit local wealth needs.

  • Network siteEstatePlanner.com

    EstatePlanner.com provides plain language guides on wills, trusts, and related planning decisions. Reviewing these topics can help an owner prepare questions about Certuity's estate, trust and fiduciary, tax planning, and philanthropy services before a family meeting.

  • Network siteFamilyOffices.com

    FamilyOffices.com offers resources and community perspectives for single family offices and wealthy families. A reader can use it to understand common governance, investment, reporting, and family support needs when assessing whether Certuity's services match a more involved family wealth structure.

  • DataMFOs by decade founded

    The MFOs by decade founded page gives historical context on when listed multifamily offices began operating. That comparison can help a prospective client frame questions about a firm's background, service development, and experience serving entrepreneurs, business leaders, investors, or family offices.

  • Similar firmsElement Pointe Family Office
    Legacy Family Office, LLC
    Omnia Family Wealth

    Profiles for Element Pointe Family Office, Legacy Family Office, LLC, and Omnia Family Wealth provide nearby comparison points on this site. Reading them can help a family or business owner compare service areas, client focus, and approaches to investments, planning, fiduciary work, and private wealth support.

Sources

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.

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