BC
BC

Brian Canida

8 Years of Experience
Coral Gables, FL

Brian Canida is a registered investment advisor at Ceeto Capital Group, LLC, based in Coral Gables, FL, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
16 clients
Average Client Portfolio
$27.5M average
Assets Under Management
$439.4M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

114 Alhambra Cir, Suite 202, Coral Gables, FL, 33134

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brian is the manager of Canida Ventures, LLC (d/b/a Cito Ventures) and affiliated investment vehicles used for private investments by his family and other non-client families. Brian is also a lawyer.

Employment History
Current Registrations
Ceeto Capital Group, LLC
May 2017 - Present · 8 yrs 11 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.