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Centaurus Financial, Inc.

● SEC registered since 1999CRD 30833SEC# 801-56882Anaheim, CA
Export (members)
Reg. AUM
$9.74B
Employees
571
Accounts
45,336
Location
Anaheim, CA

Centaurus Financial, Inc. assets under management

Centaurus Financial, Inc. is an investment advisory firm registered with the SEC based in Anaheim, CA. The firm has been registered since 1999. It reports $9.7 billion in regulatory assets under management and employs 571 people.

Centaurus Financial, Inc. owners & executives

18 reported
NameTitleOwnershipSince
Federation of Financial Services ControlOwnerOver 75%1993
James Ronald Sr King ControlDirector/Chairman Of The Board/CeoUnder 5%2007
Jerome Victor Duhovic ControlChief Compliance OfficerUnder 5%2017
Jerome Victor Duhovic ControlDirector/Evp/Chief Administrative OfficerUnder 5%2006
Michael Peter RubinoOwner5-10%1999
Paul J King ControlDirector/General CounselUnder 5%2012
Sheri J Lejman ControlCfo/Svp/Principal Financial Officer And Principal Operations OfficerUnder 5%2014
Stephen Mark KremerOwner5-10%1999
Westley Hayes King ControlDirector/PresidentUnder 5%2007
Charice Lee King ControlTrustee2026
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Frequently asked questions

How much does Centaurus Financial, Inc. manage?

Centaurus Financial, Inc. reports $9.7 billion in regulatory assets under management on its Form ADV.

How many employees does Centaurus Financial, Inc. have?

Centaurus Financial, Inc. reports 571 employees.

Where is Centaurus Financial, Inc. located?

Centaurus Financial, Inc. is based in Anaheim, CA and has been SEC-registered since 1999.

Does Centaurus Financial, Inc. disclose fund performance?

Centaurus Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2300 East Katella Ave, Suite 200, Anaheim, CA 92806
Phone714-456-1790
Fax714-456-1799
Office hours8:30 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK891943
Discloses disciplinary historyYes

Regulatory AUM

$9.74B▲ 33%
Jul '25 — $7.34BAug '25 — $7.34BSep '25 — $7.34BOct '25 — $7.34BNov '25 — $7.34BDec '25 — $7.34BJan '26 — $7.34BFeb '26 — $7.34BMar '26 — $7.34BApr '26 — $7.34BMay '26 — $7.34BJun '26 — $7.34BJul '26 — $9.74B
Jul '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 9%
Larger than 91% of 16,306 advisers
EmployeesTop 1%
More than 99% of 16,824 advisers

Assets under management

$9.74Bregulatory AUM
Discretionary $3.21BNon-discretionary $6.53B