Investment adviser · CRD 30833
CENTAURUS FINANCIAL, INC.
Investment adviser filing (IA)
ANAHEIM, CA, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $9.74B Form ADV · Item 5.F
- Client accounts
- 45,336 Accounts, not individual clients
- Employees
- 571 Reported in this filing
- Advisory professionals
- 426 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 44,727 | $8,438,472,762 | 86.6% |
| High-net-worth individuals | 467 | $1,232,526,053 | 12.7% |
| Corporations & businesses | 142 | $69,128,438 | 0.7% |
Filing source
Form ADV 2122945 · Jul 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Market timing · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2300 EAST KATELLA AVE, SUITE 200ANAHEIM, CA, 92806, United States
CRD 30833
Filing source
Form ADV 2122945 · Jul 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.