Ceeto Capital Group, LLC

Ceeto Capital Group, LLC is a financial advisory firm based in Coral Gables, FL, established in November 2016 by principal owner Brian William Canida. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive services such as investment strategy, asset allocation, and regular portfolio monitoring. Ceeto Capital Group seeks discretionary authority from clients to make investment decisions in line with fiduciary duties. The firm primarily advises on mutual funds, fixed income securities, real estate funds, equities, and other investment types for diversification. Ceeto Capital Group charges an annual fee of 1.00% of total assets under management, with fees withdrawn quarterly from client accounts. Clients are responsible for third-party fees, and the firm does not participate in wrap fee programs. The firm generally serves High-Net-Worth Individuals, trusts, and foundations, with a minimum account requirement of $10,000,000. Investment strategies include long-term trading, short-term trading, and options trading, each carrying inherent risks. Ceeto Capital Group does not accept performance-based fees and acts in the best interest of clients. The firm conducts periodic reviews of client accounts and provides quarterly reports to clients. Ceeto Capital Group does not receive economic benefits for advice rendered to clients and does not compensate non-advisory personnel for client referrals.