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, SEC-registered registered investment adviser organized as an LLC and established in 2021. The firm serves both individual/family and institutional clients and operates as a capital allocator — it constructs portfolios itself and allocates to third‑party managers. Core advisory capabilities include financial planning and portfolio management across individuals, small businesses, pooled investment vehicles and institutions, and the firm explicitly provides selection of other advisers. Its fee arrangements are flexible and include percentage‑of‑AUM billing, hourly and fixed fees, and performance‑based fees. Ceera does not identify as an active ESG investor and is not listed as a multi‑state adviser in the available filing.