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CFP

Adam James Donlevie

Centaurus Financial, INC.
18 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Centaurus Financial, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
34,052 clients
Average Client Portfolio
$184K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

3902 State Street, Suite #101, Santa Barbara, CA, 93105

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Adam uses Tremblay Financial Services as a DBA for branding purposes and spends full-time hours on it. He also owns Olive Hill Farm, a retail store, and dedicates about a quarter of his time to it, primarily on weekends and evenings for administrative tasks.

Employment History
Current Registrations
Centaurus Financial, INC.
June 2009 - Present · 16 yrs 8 mos
Centaurus Financial, INC.Broker
June 2007 - Present · 18 yrs 8 mos
State Registrations4 states
CADCNHOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam James Donlevie - Financial Advisor | TrueAdvisor