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Centorbi Financial Group, Inc.

Centorbi Financial Group, Inc.. CRD 292011

Centorbi Financial Group, Inc. logo

CRD: 292011

Centorbi Financial Group, Inc.

O'fallon, MO, 63368
6366349986
$38.6M Total AUM
$36.4M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
GlacierBeacon matrix
Established Date
03-21-2018
Office Locations
1

Office Locations

1001 Boardwalk Springs Place Suite 111 O'fallon MO

About Centorbi Financial Group, Inc.

Centorbi Financial Group is a fiduciary, flat-fee wealth advisory focused on helping retirees and near-retirees build sustainable lifetime income. Chad Centorbi delivers a structured retirement-planning process covering Social Security and pension optimization, investment guidance, tax strategies (including Roth conversions and distribution timing), and tax-efficient estate/legacy planning. Client experience emphasizes no product pushing; accounts are custodied at Schwab.

Team overview

-- AVG AGE
$38.6M AVG AUM / ADVISOR
$448.5K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Client Personas

Momentum matrix Signal

Investment Themes

Foundation momentum Matrix element North

Investment Vehicles

Summit eagle

Platform

Quantum ember Value ridge

Services

Glacier Pathway north Radial Alpha radial Zenith frontier Beacon Oak

Technology

Eagle insight Horizon signal

Owner & Executives

CHAD MICHAEL CENTORBI

CHAD MICHAEL CENTORBI

Advisor, Chief Compliance Officer, Chief Executive Officer

CRD
#3270862
Ownership
75% or more
(519) 359-4565
fusion.alpha@optimacapital.com
in linkedin.com/in/beacon-element

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $36,372,805 --
Non-Discretionary $2,198,694 --
Total $38,571,499 --

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Separately Managed Accounts

Total SMA Asset: $38,571,499

$38.6M Total SMA
Equity - Exchange:
33.0%
Cash:
33.1%
Public Funds:
33.9%
Asset class Assets Assets %
Equity - Exchange $490,063,932 33.0%
Cash $491,548,974 33.1%
Public Funds $503,429,313 33.9%
Total $1,485,042,219 100.0%

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