Certuity, LLC
Firm details
- Headquarters
- North Palm Beach, Florida
- CRD number
- 129505
- Registered since
- January 2, 2004
- Website
- www.camdencapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI72.37%
- Pooled Investment Vehicles23.65%
- Corporations / Businesses2.24%
- Individuals1%
- Pension & Profit Sharing Plans0.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Certuity, LLC is an independent registered investment adviser and capital allocator that serves both individual and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and pooled vehicles, and it also offers pension consulting and manager selection services. Its fee arrangements include a mix of AUM-based, fixed-fee and performance-fee structures. Certuity is not positioned as an active ESG investor. The firm has been SEC-registered since 2004 and operates as an LLC with a domestic ownership structure that includes individual ownership. The business model combines discretionary portfolio management with advisory work that can include selecting third-party managers and structuring private fund vehicles.
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 Equities44%
- Public Funds/Mutual Funds17%
- Private Funds15%
- US Government Bonds7%
- Non-Exchange Traded Equities5%
Owners & executives
3 of 3
Paul Felsch
CEO & FounderCRD 5811362
Scott Welch
Partner, CIOCRD 4038356
Leonidas Mecham
Chief Financial Officer & Chief Compliance OfficerCRD 5422991
Contacts
3 of 21
Anna Yu
AssociateCRD 7435583
Michael Nunnally
Account Vice PresidentCRD 5913610
Holly Workman
Associate DirectorCRD 5413543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 153Active vs passive
$549M in ETFs
93%
$508M
6%
$41.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $77.7M | 113,125 | 14.15% |
Location
North Palm Beach, FL
Palm Beach
Location
North Palm Beach, FL
Headquartered in North Palm Beach, 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
- Palm Beach
- Address
- 1295 Us Highway 1
- Time zone
- ET (UTC-5)
- Office locations
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