Certis Capital Management, Inc.

Certis Capital Management, Inc. (CRD# 144290) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $283,450,341 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $10,498,161
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Certis Capital Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
David J. Backens
CRD#: 5873523
38 El Paseo Building, Santa Barbara, CA 93101

David Backens (CRD# 5873523) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 14 years of experience in the finance industry.

2
Todd E. Dawes
CRD#: 4547462
801 Garden Street, Suite 300, Santa Barbara, CA 93101

Todd Dawes (CRD# 4547462) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 23 years of experience in the finance industry.

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

Kelly Smith (CRD# 3123240) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 25 years of experience in the finance industry.

4
Margaret Loncki
CRD#: 7796782
801 Garden Street, Suite 300, Santa Barbara, CA 93101

Margaret Loncki (CRD# 7796782) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has 1 year of experience in the finance industry.

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