Ceeto Capital Group, LLC

RIASEC RegisteredEst. 2017
Total AUM
$531M
Discretionary
$473M
89% of AUM
Avg account
$11.6M
Accounts
46
Employees
4
Advisory reps
4

Firm details

Headquarters
Coral Gables, Florida
CRD number
286538
Registered since
January 25, 2017
Website
www.citocapitalgroup.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, SALEM TRUST
Fee structure
Percentage of AUM
Client types
  • HNWI75.4%
  • State / Municipal Government22.02%
  • Charitable Organizations2.57%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ceeto Capital Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm acts as a capital allocator for both individual and family clients as well as institutional and business clients. Its advisory services emphasize discretionary portfolio management for individuals, small businesses and institutions, and it also provides manager selection services by appointing third‑party advisers. The firm charges fees based on a percentage of assets under management and does not identify as an active ESG investor. Ceeto is owned by an individual and lists a law firm among its industry affiliations. It operates with a preference for equity exposure and positions itself to blend internally managed allocations with external manager relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Private Funds 12%, Other 10%, Cash & Cash Equivalents 9%, US Government Bonds 3%, Public Funds/Mutual Funds 3%63%
  • Exchange Traded Equities63%
  • Private Funds12%
  • Other10%
  • Cash & Cash Equivalents9%
  • US Government Bonds3%

Owners & executives

2 of 2
  • Maria Canida

    Maria Canida

    Chief Operating OfficerCRD 4324409

  • Carolina Canida

    Chief Compliance OfficerCRD 5682551

Contacts

2 of 2

  • Brian Canida

    PresidentCRD 6747818

  • William Canida

    Investment Adviser RepresentativeCRD 4324415

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$17.5M in ETFs

Passive

93%

$16.2M

Active

7%

$1.3M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$3.2M4,32018.49%
Unlock additional holdings →

Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
114 Alhambra Cir
Time zone
ET (UTC-5)
Office locations

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