AdvisorCensus / Financial advisors / Florida / Orlando / Centrus Financial Strategies
Centrus Financial Strategies
Filed as CENTRUS FINANCIAL STRATEGIES · Legal name Wilson Group Financial Management, LLC
Centrus Financial Strategies is an SEC-registered investment advisory firm in Orlando, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.
Quick answers
From the filingHow is Centrus Financial Strategies compensated?
On its Form ADV (Item 5.E, October 2026), Centrus Financial Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Centrus Financial Strategies located?
Centrus Financial Strategies' principal office is in Orlando, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Centrus Financial Strategies registered with the SEC or a state?
Centrus Financial Strategies is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339651.
How much does Centrus Financial Strategies manage?
Centrus Financial Strategies reports $125,094,769 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary).
What types of clients does Centrus Financial Strategies serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (61); banking or thrift institutions (1).
Which custodians does Centrus Financial Strategies use?
Centrus Financial Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Principal Securities, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Centrus Financial Strategies 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/339651
Does Centrus Financial Strategies state an account minimum?
Its Form ADV Part 2A brochure dated May 28, 2026 says: "Our Firm typically requires a minimum portfolio size of $500,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances."
What changed in Centrus Financial Strategies' recent Form ADV filings?
In the September 2026 filing data: Added an office in Sarasota, FL. No longer lists an office in Bradenton, FL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our Firm typically requires a minimum portfolio size of $500,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances.
As stated in the firm's Form ADV Part 2A brochure dated May 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$125,094,769 as of October 2026, filing dated August 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Wilson Group Financial Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 9. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the September 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Added an office in Sarasota, FL.
- No longer lists an office in Bradenton, FL.
- June 2026
- Regulatory assets under management went from $0 to $125,094,769.
- April 2026
- Registered or notice-filed in GA, NC, NH, NY, TX.
- February 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Centrus Financial Strategies (CRD 339651): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/centrus-financial-strategies-orlando-fl-339651