Ceeto Capital Group, Llc

SEC-registered Multi-Family Office · Small ($100M–$1B) CRD 286538 · SEC file 801-109001 · Coral Gables, FL · www.linkedin.com

☆ Save with Pro ADV data as of Mar 30, 2026

Regulatory AUM: $531M
Discretionary: $473M
Clients: 18
Avg AUM / client: $29.5M
Accounts: 46
Employees: 4

AUM over time

$0 $531M

Dec 2016 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 30, 2026

Investments (13F portfolio — 164 positions, $325,893)

13F period Mar 31, 2026

#	Issuer	Class	Value	Shares	% of 13F	% of AUM
1	Apple Inc	COM	$70,699	278,571	21.7%	0.01%
2	Nvidia Corporation	COM	$16,622	95,306	5.1%	0.0%
3	Popular Inc	COM NEW	$10,784	79,930	3.31%	0.0%
4	Microsoft Corp	COM	$10,308	27,847	3.16%	0.0%
5	Amazon Com Inc	AMAZON COM INC	$6,248	30,000	1.92%	0.0%
6	Berkshire Hathaway Inc Del	CL B NEW	$5,598	11,681	1.72%	0.0%
7	Alphabet Inc	CAP STK CL C	$5,582	19,460	1.71%	0.0%
8	Visa Inc	COM CL A	$5,280	17,468	1.62%	0.0%
9	Alphabet Inc	CAP STK CL A	$5,110	17,770	1.57%	0.0%
10	Meta Platforms Inc	CL A	$4,927	8,611	1.51%	0.0%
11	Morgan Stanley	COM NEW	$4,683	28,455	1.44%	0.0%
12	Walmart Inc	COM	$4,570	36,700	1.4%	0.0%
13	Abbvie Inc	COM	$4,411	20,280	1.35%	0.0%
14	Rtx Corporation	COM	$3,933	20,387	1.21%	0.0%
15	International Business Machs	COM	$3,769	15,548	1.16%	0.0%
16	Jp Morgan Chase & Co	COM	$3,701	12,580	1.14%	0.0%
17	Ondas Inc	COM NEW	$3,688	408,000	1.13%	0.0%
18	Merck & Co Inc	COM	$3,614	29,864	1.11%	0.0%
19	Broadcom Inc	COM	$3,606	11,650	1.11%	0.0%
20	Home Depot Inc	COM	$3,363	10,225	1.03%	0.0%
21	Exxon Mobil Corp	COM	$3,232	19,052	0.99%	0.0%
22	Amgen Inc	COM	$3,123	8,875	0.96%	0.0%
23	Darden Restaurants Inc	COM	$3,039	15,500	0.93%	0.0%
24	Regeneron Pharmaceuticals	COM	$2,967	3,840	0.91%	0.0%
25	American Express Co	COM	$2,905	9,605	0.89%	0.0%

Top 25 of 164 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client type	Clients	AUM	% of AUM
High net worth individuals	16	$401M	75.4%
Charitable organizations	1	$13.7M	2.57%
State or municipal government entities	1	$117M	22.0%

People (4)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Brian William Canida	President		Nov 2016 (10y)	75% or more
Carolina Elizabeth Canida	Chief Compliance Officer		Nov 2016 (10y)	10% – 25%
Maria Teresa Canida	Principal & Portfolio Manager	CFA	Nov 2016 (10y)	10% – 25%
William James Canida	Chief Investment Officer	CFA	Aug 2017 (9y)	Less than 5%

Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/30/2026	906 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management

Services

• Portfolio management for individuals/small businesses
• Portfolio management for businesses/institutional clients
• Selection of other advisers

Custody

Reported custodians

Fidelity Brokerage Services $262M (49% of AUM) Mar 2026
Salem Trust Company $117M (22% of AUM) Mar 2026
Fidelity Investments $64.8M (23% of AUM) Oct 2020
Wells Fargo $57.5M (13% of AUM) Mar 2025
Iberiabank $27.0M (9% of AUM) Mar 2021
Gibraltar Private Bank And Trust $21.9M (12% of AUM) Apr 2018

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗