AdvisorCensus / Financial advisors / Florida / Miami / 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.
Quick answers
From the filingHow 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 2AAsset-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 as of October 2026, filing dated March 30, 2026.
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.DA 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
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $531,397,433 | 4 | March 30, 2026 |
| October 2025 | $439,410,349 | 4 | March 25, 2025 |
| October 2024 | $392,377,137 | 4 | May 31, 2024 |
| October 2023 | $317,489,941 | 4 | April 17, 2023 |
| October 2022 | $363,418,217 | 4 | March 28, 2022 |
| October 2021 | $302,077,611 | 4 | March 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- 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.ISource: 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