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| Happy Holidays!! thanks for using AUM13F!! |
| Centaurus Financial Inc
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| CRD # | 30833 |
| SEC # | 801-56882 |
| CIK # | 0001993498, 0000891943 |
| AUM | $7.3 B (2025-07-24) |
| Employees | 580 (65% Investors, 100% Brokers) |
| Phone | 714-456-1790 |
| Address | 2300 East Katella Ave Anaheim, CA 92806 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001993498 0000891943 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Pinterest Inc | 1.2 | ||
| TechnipFMC PLC | 1.2 | ||
| Realty Income Corp | 1.2 | ||
| 3M Co | 1.2 | ||
| RBC Bearings Inc | 1.2 | ||
| AT&T Inc | 1.1 | ||
| Synchrony Financial | 1.1 | ||
| Union Pacific Corp | 1.1 | ||
| Powershares DB Commodity Index Tracking Fund | 1.1 | ||
| Vertex Pharmaceuticals Inc / Ma | 1.1 | ||
| First Trust Intermediate Duration Preferred & Income Fund | 1.1 | ||
| Sempra Energy | 1.1 | ||
| Independence Realty Trust Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37,625 | 6.4 |
| (b) Individuals (high net worth individuals) | 330 | 0.9 |
| (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 | 94 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 38,049 | 7.3 |
| By Discretionary | ||
| Discretionary | 10,749 | 2.4 |
| Non-Discretionary | 27,300 | 5.0 |
| Total | 38,049 | 7.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.3 | |
| Total | 38,049 | 7.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000891943] | |
| SC 13G | [0001993498] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Centaurus Investments Ltd | BiomX Inc | [2025-05-15] |
| Centaurus Investments Ltd | BiomX Inc | [2023-09-29] |
| Centaurus Investments Ltd | Polypid Ltd | [2023-09-20] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Centaurus Financial Inc
✚
|
CA | 7.3 |
|
Alpha Centauri Wealth Management Inc
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|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Snowden Capital Advisors LLC
✚
|
NY | 7.6 |
|
Northwest Capital Management Inc
✚
|
OR | 7.6 |
|
Farther Finance Advisors LLC
✚
|
CA | 7.5 |
|
Intellicents Investment Solutions Inc
✚
|
MN | 7.4 |
|
US Capital Wealth Advisors LLC
✚
|
TX | 7.3 |
|
Jonathan Roberts Advisory Group Inc
✚
|
FL | 7.2 |
|
Foundations Investment Advisors LLC
✚
|
AZ | 7.2 |
|
Robertson Stephens Wealth Management LLC
✚
|
CA | 7.1 |
|
Synovus Securities Inc
✚
|
GA | 7.1 |
|
Crestwood Advisors Group LLC
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|
MA | 7.0 |