Data / Investment advisers / Florida / Centrus Financial Strategies
Centrus Financial Strategies, Orlando, FL: $125 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Centrus Financial Strategies is an SEC registered investment adviser with its main office in Orlando, Florida and reports $125 million in regulatory assets under management in its Form ADV filed August 12, 2026. Its clients include high net worth individuals, individuals and banks and thrifts. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 339651
- SEC file number
- 801-135155
- SEC status
- Approved, effective January 20, 2026
- Legal name
- Wilson Group Financial Management, LLC
- Main office
- 121 S. Orange Ave North Tower Suite 1500, Orlando, FL 32801
- Phone
- (800) 779-4592
- Regulatory AUM
- $125,094,769 in the Form ADV filed August 12, 2026
- Discretionary AUM
- $125,094,769
- Accounts
- 190
- Employees
- 9, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $80.5 million |
| Individuals (other than high net worth individuals) | 128 | $29 million |
| Banking or thrift institutions | 1 | $15.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $125.1 million | May 28, 2026 |
| February 2, 2026 | Not listed | January 16, 2026 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fund Advisors of America Inc | Orlando | $149.4 million | Not listed | adviserinfo.sec.gov |
| Sparrow Wealth Management | Orlando | $135.2 million | Not listed | adviserinfo.sec.gov |
| Tripletail Wealth Management | Orlando | $132.1 million | Not listed | adviserinfo.sec.gov |
| Velaris Wealth Management | Orlando | $128.7 million | Not listed | adviserinfo.sec.gov |
| RM Adviser, LLC | Orlando | $128.3 million | Not listed | adviserinfo.sec.gov |
| Wisdom Planning Group | Orlando | $112.9 million | Not listed | adviserinfo.sec.gov |
| Jake Carris Financial Planning | Orlando | $109.7 million | Not listed | adviserinfo.sec.gov |
| Value Financial Advisers, Inc. | Orlando | $105.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Centrus Financial Strategies on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.