This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$256MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$24.2M

Private client RAUM

$256MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$85.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

31

High net worth clients

31

Custody, client assets

$28.1M

SEC number

801-135578

CRD

144290

Filings on the tape

1

First filed

Mar 26, 2026

Latest filed

Mar 26, 2026

Organised

Corporation, DE

Website

certiscapital.com

• Occurred

  Sep 27, 2024
  Advisor changed firm

  Margaret Martin Loncki left Certis Capital Management, Inc. for Merus Advisors, Llc (registered 2026-01-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2863e52f-a97d-7483-0e00-925b326a45a4

First observed

Mar 26, 2026

Last observed

Mar 26, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.