Ceera Investments, LLC

RIASEC RegisteredEst. 2021

Total AUM

$304M

Discretionary

$304M

100% of AUM

Avg account

$663K

Accounts

458

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 135179
Registered since: April 9, 2021
Website: www.ceera.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI78.65%
Individuals7.69%
Corporations / Businesses5.33%
Pension & Profit Sharing Plans5%
Charitable Organizations3.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ceera Investments, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator that can select third‑party managers. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, and the selection of other advisers. The firm uses a flexible fee toolbox: percentage of assets under management, hourly and fixed fees, and performance‑based fees. Ceera does not position itself as an active ESG investor and does not identify as a multi‑state adviser or a pension consultant in its filings.