CENTORBI FINANCIAL GROUP, INC.

Overview

Centorbi Financial Group, Inc. is a small, independent registered investment adviser that serves individuals and families. The firm combines financial planning and discretionary portfolio management for individual clients and small businesses with an insurance brokerage practice. Investment activity is equity-focused: the adviser favors exchange-traded equities as the primary vehicle for implementing client portfolios and maintains a preference for liquid, publicly traded instruments over broad direct allocations to private alternative managers. Fee arrangements are flexible and include asset-based fees alongside hourly, subscription and fixed-fee billing, which supports both ongoing advisory relationships and project-oriented planning work. The firm does not position itself as an ESG-focused allocator and does not report activity as a pension consultant or a capital allocator to third-party alternative funds.

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Public Holdings

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Location & Offices