CERTUITY, LLC
Firm details
- Headquarters
- NORTH PALM BEACH, Florida
- CRD number
- 129505
- Registered since
- January 2, 2004
- Website
- www.camdencapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI72.37%
- Pooled Investment Vehicles23.65%
- Corporations / Businesses2.24%
- Individuals1%
- Pension & Profit Sharing Plans0.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Certuity, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2004. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that offers financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and selection of other advisers. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Certuity is not identified as an active ESG investor. The firm has been recognized in industry lists, including placement on Financial Times’ Top 300 RIA firms (2020), FA Magazine’s Top RIA Firms (2020), Forbes’ America’s Top RIA Firms (2023) and Top RIA Firms (2024), and Citywire’s 50 Growers Across America (2023).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Public Funds/Mutual Funds17%
- Private Funds15%
- US Government Bonds7%
- Non-Exchange Traded Equities5%
Owners & executives
3 of 3PAUL FELSCH
Chief Compliance OfficerCRD 5811362
SCOTT WELCH
Partner, CIOCRD 4038356
Leonidas Mecham
Chief Financial Officer & Chief Compliance OfficerCRD 5422991
Contacts
3 of 20Anna Yu
AssociateCRD 7435583
MICHAEL NUNNALLY
Account Vice PresidentCRD 5913610
HOLLY WORKMAN
Associate DirectorCRD 5413543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 152Active vs passive
$465M in ETFs
93%
$430M
5%
$34.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $67.2M | 112,485 | 14.45% |
Location
NORTH PALM BEACH, FL
PALM BEACH
Location
NORTH PALM BEACH, FL
Headquartered in NORTH PALM BEACH, 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
- PALM BEACH
- Address
- 1295 US Highway 1
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
AUREUM WEALTH MANAGEMENT, LLC
RIANORTH PALM BEACH, FL
LANDING FINANCIAL GROUP, INC.
RIANORTH PALM BEACH, FL
TREMBLANT ADVISORS LP
RIAWEST PALM BEACH, FL
GRYPHON WEALTH
RIAJACKSONVILLE, FL
CUMBERLAND ADVISORS
RIASARASOTA, FL
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
RIACORAL GABLES, FL