Sarasota, FL Office

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.