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CERTIS CAPITAL MANAGEMENT, INC.

SANTA BARBARA, CA · CRD 144290 · IAPD ↗ · certiscapital.com · (805) 965-0509

$255.9MRegulatory AUM
3Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
April 2026 — CERTIS CAPITAL MANAGEMENT, INC. (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.