Centaurus Financial, INC.
Anaheim, CA·SEC-registered · CRD #30833
Centaurus Financial, INC. is an SEC-registered investment advisory firm in Anaheim, CA managing $7.3B across 65k client accounts, with 375 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.3B
Client accounts
65k
Advisory staff
375
Fee model
Fee-based
How Centaurus Financial, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Centaurus Financial, INC.
How much does Centaurus Financial, INC. manage?
Per its most recent SEC Form ADV filing (07/24/2025), Centaurus Financial, INC. reports $7.3B in regulatory assets under management across roughly 65k client accounts.
How does Centaurus Financial, INC. charge?
Centaurus Financial, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Centaurus Financial, INC. a fiduciary?
Yes. Centaurus Financial, INC. is registered with the U.S. Securities and Exchange Commission (CRD #30833), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Centaurus Financial, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Centaurus Financial, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Centaurus Financial, INC.'s public SEC Form ADV filing (CRD #30833, filed 07/24/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Centaurus Financial, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Centaurus Financial, INC.? Claim this profile.