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Ceeto Capital Group, LLC

Coral Gables, FLSEC-registered investment adviserCRD 286538

Filed as CEETO CAPITAL GROUP, LLC

Ceeto Capital Group, LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

9 years
registered since 2017
$531,397,433
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Ceeto Capital Group, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Ceeto Capital Group, LLC reports these compensation arrangements: a percentage of assets under its management.

How much does Ceeto Capital Group, LLC charge?

Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Ceeto Capital Group, LLC located?

Ceeto Capital Group, LLC's principal office is in Coral Gables, FL, according to its Form ADV.

Is Ceeto Capital Group, LLC registered with the SEC or a state?

Ceeto Capital Group, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286538.

How much does Ceeto Capital Group, LLC manage?

Ceeto Capital Group, LLC reports $531,397,433 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (89% discretionary).

How have Ceeto Capital Group, LLC's assets and staff changed since 2021?

In the Form ADV data for Ceeto Capital Group, LLC: Regulatory assets under management: $302,077,611 in the October 2021 data and $531,397,433 in the October 2026 data, up 76%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Ceeto Capital Group, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (16); charitable organizations (1); state or municipal government entities (including government pension plans) (1).

Which custodians does Ceeto Capital Group, LLC use?

Ceeto Capital Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Salem Trust as custodians holding 10% or more of its separately managed account assets.

Does Ceeto Capital Group, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286538

Does Ceeto Capital Group, LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 25, 2026 says: "CCG generally requires an account minimum of $10,000,000 for its services, but at its discretion may accept a smaller account."

What changed in Ceeto Capital Group, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $439,410,349 to $531,397,433 (+21%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 1% of assets a year

The brochure's wording
Total Assets Under Management Annual Fees All Assets 1.00%
These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.

Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

The brochure's wording
CCG generally requires an account minimum of $10,000,000 for its services, but at its discretion may accept a smaller account.

As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$531,397,433

$531,397,433 as of October 2026, filing dated March 30, 2026.

Discretionary: $472,795,717.Non-discretionary: $58,601,716.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 16 Assets $400,681,251 (75%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 1 Assets $13,675,906 (3%)
State or municipal government entities (including government pension plans)
Clients 1 Assets $117,040,276 (22%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2017 (9 years)
Employees
Total: 4. Performing investment advisory functions: 4.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$302M 2021 $363M 2022 $317M 2023 $392M 2024 $439M 2025 $531M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$531,397,4334March 30, 2026
October 2025$439,410,3494March 25, 2025
October 2024$392,377,1374May 31, 2024
October 2023$317,489,9414April 17, 2023
October 2022$363,418,2174March 28, 2022
October 2021$302,077,6114March 29, 2021

Regulatory assets under management: $302,077,611 in the October 2021 data and $531,397,433 in the October 2026 data, up 76%.

Total employees: 4 in October 2021 and 4 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $439,410,349 to $531,397,433 (+21%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
ceetocapitalgroup.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Ceeto Capital Group, LLC (CRD 286538): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538