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CENTRUS FINANCIAL STRATEGIES

Legal name: WILSON GROUP FINANCIAL MANAGEMENT, LLC

CRD 339651File 801-135155
APPROVED
Retail clients
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$125.1M
Bottom 25% of cohort (national)
Discretionary AUM
$125.1M
Clients
190
190 accounts
Employees
9
Bottom 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jan 20, 2026
Principal office
121 S. ORANGE AVE NORTH TOWER, SUITE 1500, ORLANDO, FL, 32801
Phone
1-800-779-4592

Assets & accounts

ADV Item 5F
Total regulatory AUM
$125.1M
Discretionary AUM
$125.1M
Non-discretionary AUM
$0
Discretionary accounts
190
Non-discretionary accounts
0
Total accounts
190
AUM per client
$658K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals61$80.5M
Banking or thrift institutionsFewer than 5$15.6M
Individuals (other than high net worth individuals)128$29.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.