CENTAURI ADVISORY GROUP, INC.

Overview

Centauri Advisory Group, Inc. is a small, privately held advisory corporation that works primarily with individuals and families. The firm bills on a percentage-of-assets-under-management basis and also offers hourly advice. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm identifies itself as a capital allocator and reports a clear tilt toward equity investments. It does not self-identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices