Acentrus Financial Partners LLC

Overview

Acentrus Financial Partners LLC is a small, individual-owned limited liability partnership that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and runs client portfolios with discretion across equity-focused strategies. Its filing shows a clear preference for exchange-traded equities as the primary allocation, suggesting a core allocation to liquid, tradable public securities supplemented by mutual funds where appropriate. Acentrus does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices