# Cereus Financial Advisors, LLC

> Cereus Financial Advisors, LLC is a state-registered investment advisory firm in Franklin Lakes, NJ, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 279033
- Filed as: CEREUS FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Franklin Lakes, NJ
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/279033
- AdvisorCensus page: https://advisorcensus.com/firm/cereus-financial-advisors-llc-franklin-lakes-nj-279033

## Quick answers

**How is Cereus Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cereus Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cereus Financial Advisors, LLC located?**
Cereus Financial Advisors, LLC's principal office is in Franklin Lakes, NJ, according to its Form ADV.

**Is Cereus Financial Advisors, LLC registered with the SEC or a state?**
Cereus Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 279033.

**How much does Cereus Financial Advisors, LLC manage?**
Cereus Financial Advisors, LLC reports $39,063,576 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (96% discretionary).

**What types of clients does Cereus Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (11).

**Does Cereus Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/279033

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $39,063,576
- Discretionary: $37,686,096
- Non-discretionary: $1,377,480

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $5,014,108 |
| High net worth individuals | 11 | $33,433,991 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $533,701 |
| Charitable organizations | Fewer than 5 | $81,776 |

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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cereusfinancial.com](https://cereusfinancial.com)
- [collegemoneymatch.com](https://collegemoneymatch.com)
- [fpdavidhaas.blogspot.com](https://fpdavidhaas.blogspot.com)
- [franklinlakes.org/index.asp](https://franklinlakes.org/index.asp)
- Facebook @CEREUSFINANCIAL
- LinkedIn @cereus-financial-advisors-llc
- YouTube @UC69Sj8KoUopG7szM8iBvX6Q

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cereus Financial Advisors, LLC (CRD 279033): Form ADV filing data as of October 2026.