CENTERED FINANCIAL

CENTERED FINANCIAL of CARLSBAD, CA is an SEC-registered investment adviser (CRD 304535). Regulatory assets under management: $75.0M.

Registration

• CRD: 304535
• Type: Registered investment adviser
• Location: 701 PALOMAR AIRPORT ROAD, CARLSBAD, CA, 92011
• Phone: (760) 931-4729
• Latest filing: 2026-03-04
• Regulatory AUM: $75.0M
• Discretionary AUM: $75.0M
• Clients: 2
• Accounts: 167

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304535 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search