C
$7.3B Total AUM
$2.4B Disc. AUM
17.7% 3Y CAGR
580 Employees
38,049 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-1993
- Office Locations
- 317
Office Locations
1 Chick Springs Road Suite #206 Greenville SC
1 E. High Street Womelsdorf PA
1 S. Church Avenue Suite #2130 Tucson AZ
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.
Team overview
51 AVG AGE
$19.6M AVG AUM / ADVISOR
$192.8K AVG AUM / CLIENT
11.7 yrs AVG TENURE
580 Employees
375 Advisory Reps
375 RIA Reps
33yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
STEPHEN MARK KREMER
Branch Manager, Owner
- CRD
- #1188829
- Ownership
- 5% but less than 10%
Available
Available
Available
MICHAEL PETER RUBINO
Analyst, Owner
- CRD
- #1188940
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 6 owners & executives
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N
Nicholas Accetta
--
- CRD
- #6396290
Available
Available
Available
Andrew Acosta
--
- CRD
- #7490281
Available
Available
Available
Showing 2 of 567 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,368,986,184 | $220,391 |
| Non-Discretionary | $4,967,121,967 | $181,946 |
| Total | $7,336,108,151 | $192,807 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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