CERTUITY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.30B |
| Discretionary | $2.24B68% of AUM |
| Non-Discretionary | $1.06B |
| Client Accounts | 1,828 |
| Avg Account Size | $1.8M |
| Employees | 35 |
| Peak AUM | $4.50BMar 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.3B | +6.5% | 3.2% | 3.3% | |
| Discretionary AUM | $2.2B | ||||
Key Metrics
| Total AUM | $3.30B |
| Discretionary | $2.24B |
| Employees | 35 |
| Client Accounts | 1828 |
| Client Range | 101-250 |
Contact & Location
Address
1295 US HIGHWAY ONE
NORTH PALM BEACH FL 33408
Phone
561-693-3255
Filing History
81 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.2B
68.0% of AUM
Non-Discretionary
$1.1B
32.0% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise ExamAudited Financials
Structure
No related registrations reported