{
  "crd_number": 339651,
  "slug": "centrus-financial-strategies-orlando-fl-339651",
  "primary_business_name": "CENTRUS FINANCIAL STRATEGIES",
  "legal_name": "WILSON GROUP FINANCIAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Orlando",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-01-20",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-12",
  "carried_forward": false,
  "raum_total": 125094769.0,
  "raum_discretionary": 125094769.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 28992067.0,
      "count": 128
    },
    "banking_thrift": {
      "raum": 15587790.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 80514912.0,
      "count": 61
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "NC",
    "NH",
    "NY",
    "TX"
  ],
  "websites": [
    "https://centrusfs.com",
    "https://facebook.com/CentrusFinancialStrategies",
    "https://instagram.com/centrusfinancial",
    "https://linkedin.com/company/-wilson-group-financial",
    "https://x.com/centrusfs",
    "https://youtube.com/@WGFinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339651",
  "city_as_filed": "ORLANDO",
  "url": "https://advisorcensus.com/firm/centrus-financial-strategies-orlando-fl-339651",
  "display_name": "Centrus Financial Strategies",
  "summary": "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.",
  "citation": "AdvisorCensus. Centrus Financial Strategies (CRD 339651): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Centrus Financial Strategies compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Centrus Financial Strategies located?",
      "a": "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)."
    },
    {
      "q": "Is Centrus Financial Strategies registered with the SEC or a state?",
      "a": "Centrus Financial Strategies is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339651."
    },
    {
      "q": "How much does Centrus Financial Strategies manage?",
      "a": "Centrus Financial Strategies reports $125,094,769 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Centrus Financial Strategies serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Centrus Financial Strategies use?",
      "a": "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."
    },
    {
      "q": "Does Centrus Financial Strategies report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Centrus Financial Strategies state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Centrus Financial Strategies' recent Form ADV filings?",
      "a": "In the September 2026 filing data: Added an office in Sarasota, FL. No longer lists an office in Bradenton, FL."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Added an office in Sarasota, FL.",
        "No longer lists an office in Bradenton, FL."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $125,094,769."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in GA, NC, NH, NY, TX."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 28, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Principal Securities, Inc.",
      "name_as_filed": "PRINCIPAL SECURITIES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/centrus-financial-strategies-orlando-fl-339651.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 128,
      "fewer_than_5": false,
      "raum": 28992067.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 80514912.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 15587790.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339651",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}