A complete list of active advisors currently associated with Centrus Financial Strategies
Warmer can help you find a great advisor at Centrus Financial Strategies or one who fits your needs even better.
Centrus Financial Strategies is an SEC‑registered investment adviser that provides discretionary investment management, financial planning, consulting, third‑party manager services, and retirement plan advisory services to individuals, high‑net‑worth families, and plan sponsors. The firm generally requires a $500,000 household minimum and delivers services through separately managed accounts held with independent custodians. The firm’s investment process emphasizes strategic and tactical asset allocation, long‑term holdings, model‑manager and quantitative analysis, and may include equities, fixed income, mutual funds, ETFs, and cash positions, as well as legacy‑position management when appropriate. Centrus uses third‑party platforms and vendors — including eMoney for reporting, Orion for portfolio administration, and a TAMP arrangement with Triad Wealth Partners — and may engage independent third‑party managers to implement strategies. Distinctive features disclosed in the brochure include advisers who, in their individual capacities, act as licensed insurance agents and may receive commission compensation for insurance products, and the firm’s participation in custodial and TAMP programs that provide marketing, reporting, and practice‑management services as part of its service model. The brochure also notes the firm presents impersonal seminars and that it completed SEC registration in 2025 after operating since 2009, which together reflect an advisory practice that combines traditional portfolio management with third‑party platform support and insurance distribution activity.
To learn more about the advisors currently working at Centrus Financial Strategies, 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.
You can also browse Centrus Financial Strategies's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Sarasota, FL
| 0
| |
Orlando, FL
| 0
| |
Orlando, FL
| 28
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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