CENTRUS FINANCIAL STRATEGIES
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 339651
- Registered since
- January 20, 2026
- Custodians
- PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.36%
- Individuals23.18%
- Banking / Thrift Institutions12.46%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Centrus Financial Strategies is an independent, individual-owned RIA registered with the SEC in 2026 that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. Centrus reports an affiliation with an insurance company and does not characterize itself as an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- US Government Bonds5%
- State & Local Bonds5%
Owners & executives
1 of 1Jude Wilson
Chief Financial StrategistCRD 2520624
Contacts
2 of 2MARCO ANASTASI
Client AssociateCRD 7776635
Victoria Weaver
Director of Financial PlanningCRD 6280822
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 121 S Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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