Ceeto Capital Group, LLC logo

Ceeto Capital Group, LLC

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Client assets under management

$400,681,251

Clients

16

100% high-net worth

Advisors

4

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

4

Very Low

Average account size

$25,042,578

About

Ceeto Capital Group, LLC provides discretionary portfolio management and related advisory services primarily to high‑net‑worth individuals, trusts, foundations, endowments and pension clients. The firm manages roughly $531 million for a concentrated client roster (16 clients) and typically requires multimillion‑dollar account minimums, with Investment Policy Statements used to document each client’s objectives and risk tolerance.

The firm’s investment process combines several analytical methods (fundamental, quantitative, technical, charting, cyclical and modern portfolio theory) and implements long‑ and short‑term trading, options strategies, and allocations to alternative investments such as private equity, hedge funds, real estate funds and venture capital. CCG generally operates with discretionary authority, provides quarterly reporting and discloses that it may employ leverage and borrowing in client accounts and engage in options trading — practices the brochure identifies as increasing risk.

Notable distinctions from many peers include principals who are licensed attorneys and disclosed affiliated private investment vehicles used by family and non‑client families, with the firm stating clients are not required to use any legal services offered by firm personnel. The firm also serves public‑sector type clients (e.g., pension funds), does not select third‑party money managers, and maintains a small, concentrated client base, resulting in higher assets per client compared with typical team firms.

Client services

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Percentage

1.00% annually

Other

Account minimum: $10,000,000

Main office location

Ceeto Capital Group, LLC

114 Alhambra Cir, Suite 202

Coral Gables FL 33134, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brian C

Series 65

Coral Gables, FL

Ceeto Capital Group, LLC

Brian Canida is a financial advisor at Ceeto Capital Group, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Alvarez Arrieta & Diaz-Silveira from 2013 to 2017 before joining Cito Capital Group, LLC in 2017. Brian is also a lawyer and manages Canida Ventures, LLC, which makes private investments on behalf of his family and other nonclient families. Ceeto Capital Group, LLC provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, trusts, foundations, endowments, and pension funds. The firm employs a multi-method investment approach and offers tailored Investment Policy Statements, ongoing asset allocation, and regular portfolio monitoring.

Options & derivatives strategies Private / alternative investments Real estate investing Founder/Business Owner
user avatar

Carolina C

Series 65

Coral Gables, FL

Ceeto Capital Group, LLC

Carolina Canida is a financial advisor at Ceeto Capital Group, LLC with eight years of industry experience. She holds a Series 65 designation and is also a licensed attorney. In addition to her advisory role, she serves as a principal at Canida Ventures, LLC, which manages private investments for her family and other non-client families. Ceeto Capital Group, LLC provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, trusts, foundations, endowments, and pension funds. The firm employs a multi-method investment approach, including fundamental and technical analysis, and offers ongoing portfolio monitoring tailored to client risk tolerance.

Options & derivatives strategies Private / alternative investments Real estate investing Founder/Business Owner
user avatar

William C

CFA®

Coral Gables, FL

Ceeto Capital Group, LLC

William Canida is a CFA® charterholder with 40 years of experience in the financial industry. He has worked at Taplin, Canida & Habacht, LLC since 1985 and at Cito Capital Group, LLC since 2017. He is currently with Ceeto Capital Group, LLC, a team-based firm located in Coral Gables, FL. Ceeto Capital Group, LLC provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, trusts, foundations, endowments, and pension funds. The firm employs a multifaceted investment approach that includes charting, cyclical, fundamental, quantitative, and technical analyses, with strategies spanning long-term, short-term, and options trading.

Options & derivatives strategies Private / alternative investments Real estate investing Founder/Business Owner
user avatar

Maria C

CFA®

Coral Gables, FL

Ceeto Capital Group, LLC

Maria Canida is a CFA® charterholder with 40 years of industry experience. She is a principal at Ceeto Capital Group, LLC and has previously worked at Cito Capital Group, LLC and Taplin Canida & Habacht. She serves on the Board of Directors of Kemper Corporation and is a member of the Investment Advisory Council for the Florida State Board of Administration. Ceeto Capital Group, LLC provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, trusts, foundations, endowments, and pension funds. The firm employs multiple investment analysis methods and strategies, focusing on long-term and short-term approaches, with regular portfolio monitoring and individualized investment policy statements.

Options & derivatives strategies Private / alternative investments Real estate investing Founder/Business Owner
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