# Centrica Wealth Management

> Centrica Wealth Management is an SEC-registered investment advisory firm in Miami, FL, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 335042
- Filed as: CENTRICA WEALTH MANAGEMENT
- Legal name: Centrica Wealth Management, LLC
- Also doing business as: CENTRICA FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335042
- AdvisorCensus page: https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042

## Quick answers

**How is Centrica Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Centrica Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Centrica Wealth Management located?**
Centrica Wealth Management's principal office is in Miami, FL, according to its Form ADV.

**Is Centrica Wealth Management registered with the SEC or a state?**
Centrica Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335042.

**How much does Centrica Wealth Management manage?**
Centrica Wealth Management reports $627,395,464 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (91% discretionary).

**How have Centrica Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Centrica Wealth Management: Regulatory assets under management: $475,788,672 in the October 2025 data and $627,395,464 in the October 2026 data, up 32%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Centrica Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14).

**Which custodians does Centrica Wealth Management use?**
Centrica Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Centrica Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335042

**What changed in Centrica Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $475,788,672 to $627,395,464 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $627,395,464
- Discretionary: $570,024,215
- Non-discretionary: $57,371,249

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 14 | $627,395,464 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- centricafg.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $475,788,672 | 3 | July 8, 2025 |
| October 2026 | $627,395,464 | 3 | February 27, 2026 |

Regulatory assets under management: $475,788,672 in the October 2025 data and $627,395,464 in the October 2026 data, up 32%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $475,788,672 to $627,395,464 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Centrica Wealth Management (CRD 335042): Form ADV filing data as of October 2026.