CEETO CAPITAL GROUP, LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 286538
- Registered since
- January 25, 2017
- Website
- www.citocapitalgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, SALEM TRUST
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.4%
- State / Municipal Government22.02%
- Charitable Organizations2.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ceeto Capital Group, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management for individuals, small businesses and institutions, plus selection of third‑party advisers. Ceeto is not an active ESG investor, does not identify as a multi‑state adviser, and does not provide pension consulting services. The firm reports an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Private Funds12%
- Other10%
- Cash & Cash Equivalents9%
- US Government Bonds3%
Owners & executives
2 of 2MARIA CANIDA
Chief Operating OfficerCRD 4324409
CAROLINA CANIDA
Chief Compliance OfficerCRD 5682551
Contacts
2 of 2BRIAN CANIDA
PresidentCRD 6747818
WILLIAM CANIDA
Investment Adviser RepresentativeCRD 4324415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$15.2M in ETFs
92%
$14M
8%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.8M | 4,320 | 18.47% |
Location
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 114 Alhambra Cir
- Time zone
- ET (UTC-5)
- Office locations
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