Ceeto Capital Group provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Ceeto Capital Group reports 18 clients. They include 16 high-net-worth individuals, 1 charitable organization and 1 state or municipal government entity. Of its assets, 89.0% ($473M across 37 accounts) are managed with discretion; $58.6M across 9 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 89% | 75% |
| Charitable organizations | 6% | 3% |
| State or municipal government entities | 6% | 22% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 16 | $401M | 75.4% | $25M |
| Charitable organizations | Fewer than 5 | $13.7M | 2.6% | $13.7M |
| State or municipal government entities | Fewer than 5 | $117M | 22.0% | $117M |
| Total | 18 | $531M | 100% | — |
- Clients
- 16
- Regulatory AUM
- $401M
- AUM share
- 75.4%
- Avg. per client
- $25M
- Clients
- Fewer than 5
- Regulatory AUM
- $13.7M
- AUM share
- 2.6%
- Avg. per client
- $13.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $117M
- AUM share
- 22.0%
- Avg. per client
- $117M
Total
- Clients
- 18
- Regulatory AUM
- $531M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Ceeto Capital Group charges 1.00% a year for its Portfolio Management Fees. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
Fee details and sources
Brian Canida owns 75% or more of Ceeto Capital Group. The leadership team of Ceeto Capital Group includes President Brian Canida, Chief Investment Officer William Canida and Chief Compliance Officer Carolina Canida. It has 4 employees.
Leadership
- Brian CanidaPresident
- Carolina CanidaChief Compliance Officer
- Maria CanidaPrincipal & Portfolio Manager
- William CanidaChief Investment Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Brian William Canida
- Carolina Elizabeth Canida
- Maria Teresa Canida
- William James Canida
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Ceeto Capital Group, LLC
Brian Canida
Control person · since November 2016
- Owns 10% to 25% of Ceeto Capital Group, LLC
Maria Canida
since November 2016
- Owns 10% to 25% of Ceeto Capital Group, LLC
Carolina Canida
since November 2016
Ceeto Capital Group’s regulatory assets grew 1.8× from $302M (March 2021) to $531M (March 2026); clients rose from 13 to 18 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $531M | 18 | 4 | 1 |
| March 2025 | $439M | 16 | 4 | 1 |
| May 2024 | $392M | 16 | 4 | 1 |
| April 2023 | $317M | 15 | 4 | 1 |
| March 2022 | $363M | 13 | 4 | 1 |
| March 2021 | $302M | 13 | 4 | 1 |
Besides its headquarters, Ceeto Capital Group has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 114 Alhambra Cir, Suite 202, Coral GablesHQ
Contact and registration details
- Legal name
- Ceeto Capital Group, LLC
- Headquarters
- 114 Alhambra Cir, Suite 202, Coral Gables, FL 33134
- Website
- ceetocapitalgroup.com
- Phone
- 786-477-6445
- @ceeto-capital-group
- SEC file
- 801-109001
- Structure
- Florida LLC
- Fiscal year end
- December
Ceeto Capital Group uses Fidelity ($262M, 69%) and Salem Trust ($117M, 31%) as custodians for its separately managed accounts. Ceeto Capital Group does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $262M69%
- Salem TrustSalem Trust Company · Deerfield Beach, FL · $117M31%
At year end, Ceeto Capital Group’s separately managed accounts were mostly in stocks (63%) and funds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $369K across 174 positions; the largest are Apple Inc. (21.8%), Nvidia Corporation (5.4%) and Microsoft Corp. (2.9%).
What the accounts hold
- Stocks63%
- Funds15%
- Pooled vehicles12%
- Registered funds3%
- Bonds3%
- Cash9%
- Other10%
- Real estate, venture capital, and closely held enterprises.10%
Reported 13F holdings
- $369K
- Reported 13F value
- 174
- Positions
- 43.2%
- In the 10 largest
- +13.4%
- Value vs. prior quarter
- Apple Inc.21.8%
- Nvidia Corporation5.4%
- Microsoft Corp.2.9%
- Popular Inc.2.7%
- Amazon Com Inc.2.0%
- Alphabet Inc. · Cap Stk CL C1.9%
- Alphabet Inc. · Cap Stk CL A1.7%
- Meta Platforms Inc. · CL A1.7%
- Visa Inc. · Com CL A1.6%
- Morgan Stanley1.6%
Together, the ten largest are 43.2% of reported value.
How many clients does Ceeto Capital Group have?
Ceeto Capital Group has 18 clients and manages $531 million for them, as of March 2026. They include 16 high-net-worth individuals, 1 charitable organization and 1 state or municipal government entity.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Ceeto Capital Group offer?
Ceeto Capital Group provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ceeto Capital Group charge?
Ceeto Capital Group charges 1.00% a year for its Portfolio Management Fees. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A-CEETO CAPITAL GROUP, LLC, filed 25 March 2026
Which custodians does Ceeto Capital Group use?
Ceeto Capital Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $262M and Salem Trust Company (Deerfield Beach, FL), with $117M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Ceeto Capital Group have?
Ceeto Capital Group has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ceeto Capital Group invest in?
At the end of its last fiscal year, Ceeto Capital Group’s separately managed accounts held 63% exchange-traded equities, 12% pooled vehicles (private funds and similar), 10% other, 9% cash and equivalents, 3% U.S. government and agency bonds and 3% registered funds (mutual funds, ETFs, BDCs). The 10% other category is described as: Real Estate, Venture Capital, and Closely Held Enterprises.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ceeto Capital Group?
Ceeto Capital Group’s direct owners are Brian Canida (75% or more), Maria Canida (10% to 25%) and Carolina Canida (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Ceeto Capital Group get paid?
Ceeto Capital Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ceeto Capital Group?
Ceeto Capital Group’s main office is at 114 Alhambra Cir, Suite 202, Coral Gables, FL 33134. Its phone number is 786-477-6445. Its website is ceetocapitalgroup.com.