Certis Capital Management, Inc.

Certis Capital Management, Inc. (CRD# 144290) is a financial advisory firm headquartered in Santa Barbara, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Certis Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David J. Backens
CRD#: 5873523
38 El Paseo Building, Santa Barbara, CA 93101
93
Wealthminder
score

David Backens (CRD# 5873523) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 6 years of experience in the finance industry.

2
Todd E. Dawes
CRD#: 4547462
814 State Street, Suite 38, Santa Barbara, CA 93101
93
Wealthminder
score

Todd Dawes (CRD# 4547462) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 16 years of experience in the finance industry.

3
Kelly R. Smith
CRD#: 3123240
38 El Paseo Building, Santa Barbara, CA 93101
93
Wealthminder
score

Kelly Smith (CRD# 3123240) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 18 years of experience in the finance industry.

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