Ceeto Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$400,681,251
Clients
16
Advisors
4
of 4 employees
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
Expertise
Occupation focus
Fee options
1.00% annually
Account minimum: $10,000,000
Main office
114 Alhambra Cir, Suite 202
Coral Gables FL 33134
Advisors at this office
4
Most active in
Florida
Also doing business as
Ceeto Capital Group, LLC · Cito Capital Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
William C
CFA®
Coral Gables, FL
Ceeto Capital Group, LLC
William Canida is a CFA® charterholder with 41 years of industry experience. He is currently with Ceeto Capital Group, LLC and has previously worked at Taplin, Canida & Habacht, where he spent over three decades. Ceeto Capital Group, LLC provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, foundations, endowments, and pension clients. The firm manages approximately $531 million for a concentrated client roster, employing a diverse investment approach that includes fundamental, quantitative, and technical analysis, as well as alternative investments and options strategies.
Maria C
CFA®
Coral Gables, FL
Ceeto Capital Group, LLC
Maria Canida is a CFA® charterholder with 41 years of industry experience. She is currently with Ceeto Capital Group, LLC and was previously with Taplin Canida & Habacht for 31 years. Canida serves on the Board of Directors of Kemper Corporation and is a member of the Investment Advisory Council for the State Board of Administration of Florida. Ceeto Capital Group provides discretionary portfolio management services primarily to high-net-worth individuals, trusts, foundations, endowments, and pension clients. The firm employs a multi-method investment process with a concentrated client base and offers a range of strategies including long- and short-term trading, options, and allocations to alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)