Certuity, LLC

RIASEC Registered

Total AUM

$3.3B

Discretionary

$2.2B

68% of AUM

Avg account

$1.8M

Accounts

1,828

Employees

Advisory reps

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

FINTRX

Overview

Certuity, LLC is an independent registered investment adviser that has been SEC-registered since 2004. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and the selection of third‑party advisers. Fee arrangements vary by client and engagement and include percentage‑of‑AUM fees, fixed fees, and performance‑based fees. Certuity does not market itself as an active ESG investor. The firm has been recognized in industry rankings, including placement on Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), Forbes’ lists (America’s Top RIA Firms in 2023 and Top RIA Firms in 2024), and Citywire’s 50 Growers Across America (2023).