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CENTAURUS FINANCIAL, INC.

CRD 30833 · SEC 801-56882

Visit website

2300 EAST KATELLA AVE, SUITE 200, ANAHEIM, CA, 92806, United States

Phone

714-456-1790

Fax

714-456-1799

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.34B

Discretionary AUM

$2.37B

Team

580 total employees; 375 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2025-07-24

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsMarket timingEducational seminars

Client types

TypeClientsAUM
Individuals37625$6.43B
High net worth individuals330$851.0M
Corporations/business entities94$50.7M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD