A complete list of active advisors currently associated with Centricity Financial LLC

Warmer can help you find a great advisor at Centricity Financial LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Centricity Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.