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| Centaurus Financial Inc
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| CRD # | 30833 |
| SEC # | 801-56882 |
| CIK # | 0001993498, 0000891943 |
| AUM | $6.3 BB (2024-07-29) |
| Employees | 580 (74% Investors, 100% Brokers) |
| Phone | 714-456-1790 |
| Address | 2300 East Katella Ave Anaheim, CA 92806 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| NVDA | 399,550.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| FND | 7,148.6 | 0.0 | |
| ALRM | 3,088.4 | 0.0 | |
| PKST | 0.0 | ||
| GOOG | 1,482,566.4 | 0.0 | |
| ADSK | 38,415.9 | 0.0 | |
| META | 434,852.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33,672 | 5.5 |
| (b) Individuals (high net worth individuals) | 300 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 80 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34,053 | 6.3 |
| By Discretionary | ||
| Discretionary | 9,694 | 2.1 |
| Non-Discretionary | 24,359 | 4.2 |
| Total | 34,053 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 34,053 | 6.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000891943] | |
| SC 13G | [0001993498] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Centaurus Investments Ltd | BiomX Inc | [2023-09-29] |
| Centaurus Investments Ltd | Polypid Ltd | [2023-09-20] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Centaurus Financial Inc
✚
|
CA | 6.3 |
|
Alpha Centauri Wealth Management Inc
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Ameriflex Group Inc
✚
|
NV | 6.5 |
|
FNB Investment Advisors Inc
✚
|
PA | 6.3 |
|
Foundations Investment Advisors LLC
✚
|
AZ | 6.3 |
|
Pure Financial Advisors LLC
✚
|
CA | 6.3 |
|
Shuster Advisory Group LLC
✚
|
HI | 6.3 |
|
Synovus Securities Inc
✚
|
GA | 6.2 |
|
One Capital Management LLC
✚
|
CA | 6.2 |
|
F L Putnam Investment Management Co
✚
|
MA | 6.2 |
|
Thrivent Advisor Network LLC
✚
|
MN | 6.2 |
|
GYL Financial Synergies LLC
✚
|
CT | 6.1 |