CEREUS FINANCIAL ADVISORS, LLC

Overview

Cereus Financial Advisors, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and selection of third‑party advisers. The firm also operates as an insurance broker, which it integrates into client solutions through annuities and other insurance-based products. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. Investment activity is oriented toward public equities, with a clear preference for exchange‑traded instruments. The firm functions as a capital allocator when appropriate, bringing in external managers for alternative strategies such as private equity, hedge funds and real estate. Cereus does not identify as an active ESG investor and operates as a single‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices