CRD: 292011
Centorbi Financial Group, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-21-2018
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 94.3% is discretionary and 5.7% is non-discretionary.
The firm reports 1 advisory representatives and 86 clients, or 86 clients per representative. That equates to $448.5K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CHAD MICHAEL CENTORBI
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #3270862
- Ownership
- 75% or more
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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
SMA allocation detail is available
Centorbi Financial Group, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.