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Certis Capital Management, Inc. CRD 144290
$256M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
801 Garden Street Suite 300, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
38 El Paseo Building, Santa Barbara, CA 93101 • United States
801 Garden Street Suite 300, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
801 Garden Street Suite 300, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Certis Capital Management, Inc. | Santa Barbara | CA | 08/2005 | Present |
| Merus Advisors, Llc | Santa Barbara | CA | 07/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-05 |
| S66 | Uniform Combined State Law Examination | 1998-11-16 |
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