Ceeto Capital Group, LLC
Registered investment adviser · Coral Gables, FL · CRD #286538
Form ADV data as of 2026-09-01Regulatory assets
$531.4 million
Total accounts
46
Employees
4
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/ceeto-capital-group/about/
- Telephone: 786-477-6445
- SEC file number: 801-109001
- Most recent Form ADV filing: 2026-03-30
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $472.8 million |
| Non-discretionary regulatory assets under management | $58.6 million |
| Total regulatory assets under management | $531.4 million |
| Discretionary accounts | 37 |
| Non-discretionary accounts | 9 |
| Total accounts | 46 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 4 |
| Employees performing investment advisory functions (including research) | 4 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 4 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 16 | $400.7 million |
| Charitable organizations | 1 | $13.7 million |
| State or municipal government entities (including government pension plans) | 1 | $117.0 million |