CENTRICITY FINANCIAL LLC

CENTRICITY FINANCIAL LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 145561). Regulatory assets under management: $9.1M.

Registration

• CRD: 145561
• SEC file number: 801-72712
• Type: Registered investment adviser
• Location: 5000 BIRCH STREET, NEWPORT BEACH, CA, 92660
• Phone: 949-444-2295
• Latest filing: 2026-04-13
• Regulatory AUM: $9.1M
• Discretionary AUM: $600K
• Non-discretionary AUM: $8.5M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145561 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search