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- Custodian
- Axos
- Clients
- Retail
- Platforms
- DeltaElement wave
- Established Date
- 01-03-2012
- Office Locations
- 1
Office Locations
About Centauri Advisory Group, Inc.
Centauri Advisory Group is a fee-based RIA providing comprehensive wealth management—portfolio/asset management plus retirement, estate, education, cash and business planning—for individuals at different life stages, including retirees and small business owners. Advisors build risk-aligned, goal-based portfolios using public funds and ETFs. The firm is 100% employee-owned and multi-generational with 100+ combined years’ experience.
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Owner & Executives
ROBERT DOUGLAS FALK
Chief Financial Officer, Financial Advisor
- CRD
- #1301410
- Ownership
- 25% but less than 50%
TYLER DOUGLAS FALK
Chief Operating Officer, Investment Advisor Representative
- CRD
- #6688812
- Ownership
- 25% but less than 50%
Harbor meridian
Unison oak
- CRD
- #49132
- Ownership
- 43.8%
Showing 2 of 3 owners & executives
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Garrett Michael Bishop
Investment Advisor Representative
- CRD
- #7298413
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,423,187,240 | 66.4% |
| Cash | $2,744,263,423 | 33.6% |
| Total | $8,167,450,663 | 100.0% |