Acentrus Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Acentrus Financial Partners provides comprehensive financial planning and portfolio management services primarily for individual clients, delivered through separate account structures and a percentage‑of‑assets fee arrangement. The firm advises on a broad range of securities—including individual stocks, bonds, ETFs, mutual funds and options—and offers ongoing investment oversight and client consultations.
The firm’s investment process centers on internally developed, proprietary model portfolios that can be combined in varying ratios to match client objectives, with emphasis on macroeconomic analysis, quantitative screening and backtesting alongside traditional fundamental and technical tools. Acentrus generally manages accounts on a discretionary basis and recommends Interactive Brokers for non‑employer accounts and MG Trust/Aspire for 403(b) custody.
What is noteworthy relative to many peers is that Acentrus acts as a wrap fee program sponsor and discloses receiving a portion of wrap fees, a practice held by a small minority of comparable firms. The brochure also documents use of more advanced trading strategies—including option writing, short sales and margin—and a policy of leaving proxy voting to clients, features that can distinguish its service mix from other small advisory firms.
Client services
Expertise
Fee options
Under $1,000,000 - $1,000,000: 1.5% per annum $1,000,000 - $5,000,000: 1.25% per annum Above $5,000,000+: 1.0% per annum
Account minimum: $100,000
Main office
Hillsboro OR
Advisors at this office
2
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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