RIA Intel›Advisers›Florida›CERTUITY, LLC

CERTUITY, LLC

Hybrid

N·NORTH PALM BEACH, FL

Data as of Jan 2, 2026 · Source: SEC Form ADV

Total AUM

$3.1B

1-Year AUM Growth

-21.8%

3-Year CAGR

-11.7%

Employees

10

Assets Under Management

Total AUM$3.1B

Discretionary AUM$2.1B

Non-Discretionary AUM$1.0B

Discretionary %67.3%

Total Clients489

Team

Total Employees10

Investment Advisers30

Employee Growth (1Y)-37.5%

Private Funds

Number of Private Funds27

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record73

First FilingDec 1, 2003

Latest FilingJan 2, 2026

🔒 Full AUM trend chart and 73 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CERTUITY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.