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CENTRUS FINANCIAL STRATEGIES

ORLANDO, FL · CRD 339651 · IAPD ↗ · 1-800-779-4592

$125.1MRegulatory AUM
3Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
July 2026 — CENTRUS FINANCIAL STRATEGIES's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
April 2026 — CENTRUS FINANCIAL STRATEGIES notice-filed in GA, NC, NH, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2026 — CENTRUS FINANCIAL STRATEGIES (ORLANDO, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.