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CEETO CAPITAL GROUP, LLC
CRD 286538File 801-109001
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$531.4M
Above cohort median (national)
Discretionary AUM
$472.8M
Non-discretionary $58.6M
Clients
18
46 accounts
Employees
4
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 25, 2017
- Principal office
- 114 ALHAMBRA CIR, SUITE 202, CORAL GABLES, FL, 33134
- Phone
- 786-477-6445
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $531.4M
- Discretionary AUM
- $472.8M
- Non-discretionary AUM
- $58.6M
- Discretionary accounts
- 37
- Non-discretionary accounts
- 9
- Total accounts
- 46
- AUM per client
- $29.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $13.7M |
| High net worth individuals | 16 | $400.7M |
| State or municipal government entities | Fewer than 5 | $117.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 16 | 18 | increased by2 |
| Apr 1, 2026 | AUM | $439,410,349 | $531,397,433 | increased by$91,987,084 |
| Apr 1, 2026 | Accounts | 41 | 46 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 16 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $363,418,217 | $439,410,349 | increased by$75,992,132 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 27 | 41 | increased by14 |
| Apr 1, 2022 | AUM | $302,077,611 | $363,418,217 | increased by$61,340,606 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CEETO CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CEETO CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.