DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ceeto Capital Group, LLC
Latest filing Mar 30, 2026
First filing on the tape Jan 17, 2017 · 38 filings
SEC status approved since Jan 25, 2017
RAUM
$531M
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
75%
$401M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$133M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$531M as of Mar 30, 2026
Mar 21, 2018$163M then
HNW client RAUM$401M as of Mar 30, 2026
Mar 21, 2018$93.6M then
State-registered IARs (5.B.3)4 as of Mar 30, 2026
Mar 21, 20184 then
Employees (5.A)4 as of Mar 30, 2026
Mar 21, 20184 then
Private funds: no history
RAUM +21% over the last fiscal year+19% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $133MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 4derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $25.0MderivedHNW RAUM over HNW clients
- Average account
- $11.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 25%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$401M75%
- State and municipal entities$117M22%
- Charitable organizations$13.7M2.6%
- Individual clients
- 0reported
- HNW clients
- 16reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 46reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.75 fund_share=0.0 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brian William Canida | Coral Gables, Fl | May 16, 2017 | 13 y | 0 |
| Carolina Elizabeth Canida | Coral Gables, Fl | Jun 21, 2017 | 11 y | 0 |
| William James CanidaChartered Financial Analyst | Coral Gables, Fl | Aug 29, 2017 | 41 y | 2 |
| Maria Teresa CanidaChartered Financial Analyst | Coral Gables, Fl | Apr 9, 2025 | 40 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Maria Teresa Canida from Loop Capital Asset ManagementApr 9, 2025 · Other
- William James Canida from Loop Capital Asset ManagementAug 29, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Loop Capital Asset ManagementDec 31, 2017 · Miami, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- William Brian Canida · Presidentcontrolsince 11/2016 · owns 75% or more
- Elizabeth Carolina Canida · Chief Compliance Officersince 11/2016 · owns 10% to 25%
- Teresa Maria Canida · Principal & Portfolio Managersince 11/2016 · owns 10% to 25%
- James William Canida · Chief Investment Officersince 10/2017 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Coral Gables, Fl · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 41 to 46Mar 25, 2025 to Mar 30, 2026
- HNW clients · 14 to 16Mar 25, 2025 to Mar 30, 2026
- Discretionary RAUM · $382M to $473MMar 25, 2025 to Mar 30, 2026
- HNW RAUM · $323M to $401MMar 25, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $57.9M to $58.6MMar 25, 2025 to Mar 30, 2026
- RAUM · $439M to $531MMar 25, 2025 to Mar 30, 2026
- Accounts · 38 to 41May 31, 2024 to Mar 25, 2025
- Financial planning clients · unset to May 31, 2024 to Mar 25, 2025
- Discretionary RAUM · $333M to $382MMay 31, 2024 to Mar 25, 2025
- HNW RAUM · $289M to $323MMay 31, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $59.2M to $57.9MMay 31, 2024 to Mar 25, 2025
- RAUM · $392M to $439MMay 31, 2024 to Mar 25, 2025
- Accounts · 33 to 38Feb 2, 2024 to Mar 27, 2024
- HNW clients · 13 to 14Feb 2, 2024 to Mar 27, 2024
- Discretionary RAUM · $260M to $333MFeb 2, 2024 to Mar 27, 2024
- HNW RAUM · $232M to $289MFeb 2, 2024 to Mar 27, 2024
- Non-discretionary RAUM · $57.7M to $59.2MFeb 2, 2024 to Mar 27, 2024
- RAUM · $317M to $392MFeb 2, 2024 to Mar 27, 2024
- Business name · CITO CAPITAL GROUP, LLC to CEETO CAPITAL GROUP, LLCJan 4, 2024 to Jan 4, 2024
- Legal name · CITO CAPITAL GROUP, LLC to CEETO CAPITAL GROUP, LLCJan 4, 2024 to Jan 4, 2024
- Accounts · 27 to 33Mar 28, 2022 to Mar 29, 2023
- HNW clients · 11 to 13Mar 28, 2022 to Mar 29, 2023
- Discretionary RAUM · $305M to $260MMar 28, 2022 to Mar 29, 2023
- HNW RAUM · $261M to $232MMar 28, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $58.7M to $57.7MMar 28, 2022 to Mar 29, 2023
- RAUM · $363M to $317MMar 28, 2022 to Mar 29, 2023
- Discretionary RAUM · $249M to $305MMar 29, 2021 to Mar 28, 2022
- HNW RAUM · $220M to $261MMar 29, 2021 to Mar 28, 2022
- Non-discretionary RAUM · $52.7M to $58.7MMar 29, 2021 to Mar 28, 2022
- RAUM · $302M to $363MMar 29, 2021 to Mar 28, 2022
- Accounts · 23 to 27Oct 21, 2020 to Mar 29, 2021
- Discretionary RAUM · $227M to $249MOct 21, 2020 to Mar 29, 2021
- HNW RAUM · $206M to $220MOct 21, 2020 to Mar 29, 2021
- Non-discretionary RAUM · $54.0M to $52.7MOct 21, 2020 to Mar 29, 2021
- RAUM · $281M to $302MOct 21, 2020 to Mar 29, 2021
- Accounts · 16 to 23Jun 24, 2020 to Oct 21, 2020
- HNW clients · 9 to 11Jun 24, 2020 to Oct 21, 2020
- Discretionary RAUM · $201M to $227MJun 24, 2020 to Oct 21, 2020
- HNW RAUM · $130M to $206MJun 24, 2020 to Oct 21, 2020
- Non-discretionary RAUM · $0 to $54.0MJun 24, 2020 to Oct 21, 2020
Signals
1 dated events
- Cito Capital Group, Llc filed its initial SEC registration (Form ADV)Jan 17, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 305-397-1299reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 786-477-6445reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/ceeto-capital-group/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CEETOCAPITALGROUP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 786-477-6445reportedpublic record, Form ADV, Mar 30, 2026
- Contact form
- ceetocapitalgroup.com/contact-1reportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $133Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026