# 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.

- CRD: 286538
- Filed as: CEETO CAPITAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286538
- AdvisorCensus page: https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: 1% of assets a year

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Salem Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $531,397,433
- Discretionary: $472,795,717
- Non-discretionary: $58,601,716

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ceetocapitalgroup.com
- LinkedIn @ceeto-capital-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $302,077,611 | 4 | March 29, 2021 |
| October 2022 | $363,418,217 | 4 | March 28, 2022 |
| October 2023 | $317,489,941 | 4 | April 17, 2023 |
| October 2024 | $392,377,137 | 4 | May 31, 2024 |
| October 2025 | $439,410,349 | 4 | March 25, 2025 |
| October 2026 | $531,397,433 | 4 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $439,410,349 to $531,397,433 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ceeto Capital Group, LLC (CRD 286538): Form ADV filing data as of October 2026.