Blackfoot, ID Office
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Centaurus Financial, Inc.
Enterprise
Firm-wide stats for Centaurus Financial, Inc.
About
Centaurus Financial, Inc. provides advisory and brokerage services to a broad mix of clients including individuals (both non‑HNW and high‑net‑worth), families, small businesses, corporations, trusts, and foundations. Its IARs deliver financial planning, portfolio management through the CLASSIC Plus platform (including FlexUMA and TPMM options), retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub‑accounts.
The firm offers both discretionary and non‑discretionary arrangements, with a larger share of assets managed on a non‑discretionary basis — $3.21 billion discretionary versus $6.53 billion non‑discretionary as of April 30, 2026 — and IARs employ a mix of fundamental, technical (including charting), bottom‑up and top‑down analysis. Clients may be placed on model overlay programs (FlexUMA) with a third‑party overlay manager, use tax‑overlay services, or be referred to approved third‑party money managers; the firm also has policies to permit a limited set of non‑traded alternative investments (including certain REITs and DPPs) in fee accounts under specified conditions.
Compared with many peers, Centaurus is dually registered as an RIA and a FINRA member broker‑dealer, has management personnel licensed as real estate brokers and insurance agents, and maintains procedures to hold and value certain illiquid real‑estate‑related investments in advisory accounts. Its disclosure history includes multiple regulatory matters resolved with the SEC and FINRA (including a FINRA finding in July 2026), and the firm describes specific conflicts‑of‑interest mitigations such as crediting back 12b‑1 fees and disclosing cash‑sweep and transition‑credit arrangements with its clearing firm.
Based on Centaurus Financial, Inc.
Expertise
Based on Centaurus Financial, Inc.
Location
494 N. Meridian
Blackfoot ID 83221
Advisors at this office
3
Advisors at this office
Carol H
ChFC®, Series 63
Blackfoot, ID
Centaurus Financial, Inc.
Carol Holm is a financial advisor with Centaurus Financial, Inc. in Blackfoot, Idaho, holding the ChFC® designation and Series 63 license. She has 43 years of industry experience, including prior roles at Principal Financial Services and Eagle Strategies (NY Life). Outside of her advisory work, Holm is an author and owner of C&C Books LLC, focusing on writing and promoting books related to goal setting and the power of the mind. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services using both discretionary and non-discretionary arrangements, employing a combination of fundamental and technical investment analyses.
Sabra P
Series 66
Blackfoot, ID
Centaurus Financial, Inc.
Sabra Peterson is a Series 66 credentialed financial advisor at Centaurus Financial, Inc. with one year of industry experience. She has worked at Centaurus Financial since 2025 and previously served at Carol Holm Financial from 2013. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management for annuity and variable life sub-accounts.
Cami N
Series 63, Series 66
Blackfoot, ID
Centaurus Financial, Inc.
Cami Newsome is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2006. In addition to her advisory role, she is an owner and partner of C&C Books LLC, where she writes and promotes books. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management approaches.
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