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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-15-1993
- Office Locations
- 317
Office Locations
About Centaurus Financial, Inc.
Centaurus Financial, Inc. is a national independent broker/dealer and SEC-registered investment adviser offering securities, investment advisory, and insurance solutions. The firm supports a network of financial advisers with wealth management, retirement plan, and alternative investment capabilities. Member FINRA and SIPC, with platform access that includes major custodians such as Schwab and Pershing.
Reported data analysis
What the numbers show
Between July 29, 2024 and July 24, 2025, reported AUM increased 16.9%, from $6.3B to $7.3B.
Across 5 reported observations, AUM increased 72.3% between July 30, 2021 and July 24, 2025, from $4.3B to $7.3B.
Of the latest reported AUM, 32.3% is discretionary and 67.7% is non-discretionary.
The firm reports 426 advisory representatives and 45,336 clients, or 106.4 clients per representative. That equates to $214.8K in reported AUM per client.
The profile lists 317 reported office locations and 33 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Centaurus Financial, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Centaurus Financial, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN MARK KREMER
Branch Manager, Owner
- CRD
- #1188829
- Ownership
- 5% but less than 10%
MICHAEL PETER RUBINO
Analyst, Owner
- CRD
- #1188940
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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Nicholas Accetta
--
- CRD
- #6396290
Andrew Acosta
--
- CRD
- #7490281
Showing 2 of 569 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,210,452,543 | $220,391 |
| Non-Discretionary | $6,529,674,710 | $181,946 |
| Total | $9,740,127,253 | $192,807 |
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Separately Managed Accounts
SMA allocation detail is available
Centaurus Financial, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Centaurus Financial, Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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