C
$125.1M Total AUM
$125.1M Disc. AUM
-- 3Y CAGR
9 Employees
190 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Quantum legacyBridge
- Established Date
- 01-20-2026
- Office Locations
- 2
Office Locations
121 S. Orange AVE North Tower Suite 1500 Orlando FL
-- Sarasota FL
About Centrus Financial Strategies
Centrus Financial Strategies is a Orlando-based RIA with 2 offices. The firm has been operating for 0 years. Managing $125.1M in total assets under management, with 3 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$41.7M AVG AUM / ADVISOR
$658.4K AVG AUM / CLIENT
0.2 yrs AVG TENURE
9 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Delta value Insight vector Quantum Crest matrix Wave capital
Custodian
Bridge Insight pioneer Oak Summit foundation Harbor Matrix
Investment Themes
Crest Value matrix
Investment Vehicles
Zenith catalyst
Platform
Element
Services
Wave Legacy focus Eagle focus Vital Crest beacon Meridian harbor Zenith Element peak Delta Optima Delta Signal
Technology
Legacy pathway Signal
Owner & Executives
J
Jude Harvey Wilson
Owner
- CRD
- #2520624
- Ownership
- 75% or more
(439) 949-3173
atlas.zenith@timbercapital.com
in linkedin.com/in/ridge-peak
V
Victoria Lee Weaver
Chief Compliance Officer
- CRD
- #6280822
- Ownership
- Less than 5%
(571) 867-4920
catalyst.legacy@insightcapital.com
in linkedin.com/in/optima-oak
Showing 2 of 2 owners & executives
Unlock allContacts
M
MARCO ANASTASI
--
- CRD
- #7776635
(442) 884-3480
zenith.harbor@oakcapital.com
in linkedin.com/in/vital-frontier
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,094,769 | $658,394 |
| Non-Discretionary | $0 | -- |
| Total | $125,094,769 | $658,394 |
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Separately Managed Accounts
Total SMA Asset: $125,094,769
Equity - Exchange:
14.9% Public Funds:
8.8% Municipal Bonds:
42.9% U.S. Government/Agency:
33.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $383,092,530 | 14.9% |
| Public Funds | $226,255,991 | 8.8% |
| Municipal Bonds | $1,102,997,954 | 42.9% |
| U.S. Government/Agency | $858,744,328 | 33.4% |
| Total | $2,571,090,803 | 100.0% |