# Certum Group

Certum Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/certumgroup

## Regulatory record

- **CRD number:** 321759
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321759

## About

Certum Group is an SEC-registered investment adviser with its headquarters in Plano, Texas. The firm supports high net worth individuals and institutions. It is based in the Dallas-Fort Worth metropolitan area.

## Questions

### Is there any publicly available information on the principals behind Certum Group?

No named principals or leadership team members are identified in public records, media reports, or the firm's own communications. The entity's governance and decision-making structure remain undisclosed.

### What is the geographic focus of Certum Group's investments?

The firm's geographic focus is not publicly stated. No headquarters city, country, or regional investment preferences have been disclosed.

### Does Certum Group invest directly or through fund commitments?

No public information exists regarding the firm's investment approach. It is unclear whether Certum Group makes direct investments, commits to external funds, or operates through special-purpose vehicles.

### What is the source of wealth underlying Certum Group?

The wealth origin is not publicly documented. No family name or business background has been associated with the entity in any verifiable source.

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- [Clark Wealth Partners](https://altss.com/profile/clark-wealth-partners-llc)
- [Flatrock Wealth Partners](https://altss.com/profile/flatrock-wealth-partners-llc)

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Last updated: 2026-07-06T01:24:14.000Z

Canonical page: https://altss.com/profile/certum-group

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