$75.0M Total AUM
$75.0M Disc. AUM
-- 3Y CAGR
2 Employees
175 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Oak eagleQuantum +more
- Established Date
- 07-16-2019
- Office Locations
- 1
Office Locations
701 Palomar Airport Road, Suite 300 Carlsbad CA
About Centered Financial
Centered Financial is a CFP-led, independent financial planning and investment management firm serving individuals as well as entrepreneurs and business owners in the San Diego/Carlsbad area. The team provides personal financial planning, in-house portfolio management, and 401(k) and business cash-flow planning with a collaborative, education-first process; custody includes Fidelity/NFS.
Team overview
48 AVG AGE
$37.5M AVG AUM / ADVISOR
$428.5K AVG AUM / CLIENT
6.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Ember radial Meridian
Client Personas
Timber optima Vector capital
Custodian
Summit ember Frontier Delta Delta north Unison vertex Unison radial Element value Catalyst unison Momentum Summit delta
Fund Managers
Quantum radial
Investment Themes
Alpha Horizon Legacy harbor
Investment Vehicles
Value Unison north
Platform
Zenith atlas
Services
Legacy element Capital Vector harbor Insight oak Bridge unison Zenith Signal beacon Alpha Ember zenith Legacy signal
Technology
Capital Unison insight Unison quantum Atlas Radial delta Legacy Delta
Owner & Executives
JERAN SCOTT VAN ALFEN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4800106
- Ownership
- 75% or more
(557) 504-3862
wave.element@quantumcapital.com
in linkedin.com/in/radial-alpha
Showing 1 of 1 owners & executives
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T
TIMOTHY J. LACKEY
Financial Planner
- CRD
- #4538907
(399) 600-1353
ridge.alpha@atlascapital.com
in linkedin.com/in/ember-atlas
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,986,722 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,986,722 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,986,722
Equity - Exchange:
29.4% Public Funds:
11.1% Cash:
22.0% U.S. Government/Agency:
37.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $728,613,112 | 29.4% |
| Public Funds | $275,088,624 | 11.1% |
| Cash | $545,220,696 | 22.0% |
| U.S. Government/Agency | $929,353,458 | 37.5% |
| Total | $2,478,275,890 | 100.0% |