Centaurus Financial, Inc.

Overview

Centaurus Financial, Inc. operates as a corporation functioning primarily as an insurance broker-dealer and brokerage business that also provides advisory services. The firm has been SEC-registered since 1999 and serves both individual/family clients and institutional accounts. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, pension consulting work, market-timing services, periodic publications, and client education through seminars and workshops. Fee arrangements span percentage-of-AUM, hourly charges, and fixed fees. The firm is not positioned as an ESG investor and does not report as a multi-state or newly formed adviser. Centaurus maintains a network of industry relationships, including connections with other broker-dealers, investment advisers, accountants, law firms, insurance companies, pension consultants, and real estate brokers. Its status as an insurance broker-dealer and the listed advisory services suggest a hybrid model that combines brokerage distribution (including annuity offerings) with more traditional advisory mandates.

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