Certis Capital Management, Inc.

Certis Capital Management, Inc. is a registered investment adviser in Santa Barbara, California, set up in 2005 to act as the office of one family from California's Central Valley whose third-generation business had been sold. It now advises a small number of families across the United States on investments, philanthropy and wealth transfer. Its Form ADV filed on 26 March 2026 reported $256 million in regulatory assets for 31 clients.

Type: Multi-family office
Location: Santa Barbara, California, United States
Sectors: Public equities
Fund size / AUM: $256M regulatory AUM (Form ADV, filed 2026-03-26)
Latest fund or filing: 26 Mar 2026
Website: www.certiscapital.com

Contacts on file

For Certis Capital Management, Inc., the paid file holds: 1 named decision-maker with roles.

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Sources

Last checked 10 Nov 2026. Is something wrong? Tell us.

Appears in 5 lists

Family offices in California (56)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)