Centaurus Financial, Inc.
Overview
Centaurus Financial, Inc. is a national independent broker/dealer headquartered in Anaheim, California, providing a comprehensive platform for financial advisors across the United States. Established in 1992, the firm offers a wide range of services, including wealth management, retirement planning, insurance solutions, and alternative investments. Centaurus is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). As of 2023, the firm oversees over $10 billion in assets under administration, serving more than 18,000 clients through a network of over 650 financial advisors. The firm's investment strategy focuses on a diversified approach, encompassing various asset classes such as fixed income, hedge funds, private equity, real estate, and venture capital. Centaurus Financial engages in investments across multiple stages, including early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This broad investment scope allows the firm to cater to a wide array of client needs and market conditions. Centaurus Financial is recognized for its commitment to advisor independence and support, ranking No. 18 among U.S. independent broker/dealers by Financial Planning in 2024. The firm has a long-standing tradition of philanthropy, supporting causes such as the Shamrock Rescue Foundation, which rescues and provides homes for dogs in need. An annual golf tournament raises tens of thousands of dollars for the nonprofit. Additionally, Centaurus has been a presenting sponsor at the St. Joseph Hospital Celebration, raising funds for patient care and support at the Orange County, California, hospital. These philanthropic efforts reflect the firm's dedication to community involvement and social responsibility.
Investment Focus
- Accredited investors
- Institutional investors
- High net worth individuals
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Centaurus Financial, Inc.
What sectors does Centaurus Financial, Inc. invest in?
Centaurus Financial, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Anaheim, United States. Centaurus Financial, Inc. is listed as a institutional investor in the ConnectSafely investor database.
What stage does Centaurus Financial, Inc. invest at?
Centaurus Financial, Inc. backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Centaurus Financial, Inc. invest in?
Centaurus Financial, Inc. invests across United States.
Who are the partners at Centaurus Financial, Inc.?
Team members listed for Centaurus Financial, Inc. include Scott Rivera (Chief Investment Officer) and John Trentor (Senior Vice President).
What companies has Centaurus Financial, Inc. invested in?
Centaurus Financial, Inc.'s portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Uber and Google.
How do I contact Centaurus Financial, Inc.?
Centaurus Financial, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
