Scottsdale, AZ E. Cactus Rd. 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
4835 E. Cactus Rd., Suite 255
Scottsdale AZ 85254
Advisors at this office
3
Advisors at this office
Brady S
Series 66
Scottsdale, AZ
Centaurus Financial, Inc.
Brady Schneider is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors and AXA Advisors. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment approaches and provides both discretionary and non-discretionary portfolio management, alongside specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.
Alison G
Series 66
Scottsdale, AZ
Centaurus Financial, Inc.
Alison Grefsheim is a financial advisor at Centaurus Financial, Inc. in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. She previously worked at Equitable and Equitable Advisors for a combined eight years and spent two years at Zenreach. Outside of her advisory role, she serves as the treasurer on the Osborn Village Condominium Association board and is a notary. 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 comprehensive financial planning and portfolio management through the CLASSIC Plus platform, employing various analytical approaches and allowing both discretionary and non-discretionary asset management.
Amy G
Series 66
Scottsdale, AZ
Centaurus Financial, Inc.
Amy Graves is a financial advisor at Centaurus Financial, Inc. in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. Prior to joining Centaurus in 2026, she worked at Equitable Advisors and the predecessor firm EQUITABLE from 2018 to 2026. She is also the successor co-trustee of her parents' family trust. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services across discretionary and non-discretionary arrangements.
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