Highland Village, TX Office

Team
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Centaurus Financial, Inc. logo

Centaurus Financial, Inc.

Enterprise

Firm-wide stats for Centaurus Financial, Inc.

Total advisors

434

Across 197 offices

Clients per advisor

105 High

Avg AUM per client

$213,989 Very Low

HNW client ratio

1% Very Low

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

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning

Based on Centaurus Financial, Inc.

Occupation focus

Founder/Business Owner

Based on Centaurus Financial, Inc.

Location

2570 Justin Road, Fm 407, Suite #210

Highland Village TX 75077

Advisors at this office

5

Advisors at this office

user avatar

Alexander J

Series 66

Highland Village, TX

Centaurus Financial, Inc.

Alexander Johnston is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2016. Outside of his advisory role, Johnston works as a sales assistant and analyst at Morrison Financial, where he prepares analysis and due diligence of financial products. 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, retirement-plan consulting, and specialized advisory services through a variety of platforms and investment strategies.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar

Ronald P

Series 66

Highland Village, TX

Centaurus Financial, Inc.

Ronald Perry is affiliated with Centaurus Financial, Inc. and holds a Series 66 designation. He has 24 years of experience working at Texas Health Resources. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar

James C

Series 63, Series 65

Highland Village, TX

Centaurus Financial, Inc.

James Cherry is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2005. Outside of his advisory role, he serves as an advisory board member for The Tamaka Group, a company specializing in water and wastewater utilities, where he assists in identifying and correcting financial inefficiencies. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis alongside discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar

Zachry F

Series 63, Series 65

Highland Village, TX

Centaurus Financial, Inc.

Zachry Fearing is a financial advisor with Centaurus Financial, Inc. in Highland Village, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Centaurus Financial since 2016. In addition to his advisory role, he is involved in property and casualty insurance sales and provides support for life insurance products. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary management styles and utilizes various analytical approaches alongside model overlay programs and third-party money manager referrals.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar

Clovis M

Series 63, Series 65

Highland Village, TX

Centaurus Financial, Inc.

Clovis Morrison is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He has been with Centaurus since 1996 and has a nearly four-decade tenure at A.L. Williams. Morrison serves on the board of advisors for EQIS Capital Management and is an adjunct professor teaching retirement classes at Brookhaven College. He is also the author of a book managed through Foresight Education LLC. 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 and portfolio management through the CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis, with both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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