Centricity Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,500,000
Clients
4
Advisors
1
of 1 employees
About
Centricity Financial LLC provides wealth and portfolio management along with financial planning and consulting to individuals and high‑net‑worth clients, and also serves a pooled investment vehicle (a hedge fund) and retirement plan participants. Services described in the brochure include goal setting, strategic asset allocation, security selection and the preparation or review of investment menus for retirement plans.
The firm combines quantitative, fundamental, technical and qualitative analysis and offers distinct strategies such as a buy‑write covered‑call approach and a quantitatively driven “Theia” value strategy that holds at least 20 U.S. stocks. Centricity’s strategies may employ derivatives (options), occasional short positions and client‑authorized margin in separately managed accounts, and it accepts both discretionary and non‑discretionary mandates.
Centricity’s business mix differs from many similarly sized independent, solo advisors: the firm reports roughly $8.5 million in non‑discretionary assets versus about $600,000 discretionary, manages a pooled vehicle, and documents the use of borrowing and derivatives in managed accounts while also advising retirement plans. These operational and strategy elements indicate a blend of retail and institutional work and the use of instruments and account permissions that are less common among its peers.
Client services
Expertise
Fee options
1.0% per year, billed monthly in arrears
$250 - $450 per hour for financial planning and consultation services
Main office
5000 Birch Street, Suite 3000
Newport Beach CA 92660
Advisors at this office
1
Most active in
California
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
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