Stephen Mccraw
Stephen Mccraw is a registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 38 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Stephen sells fixed insurance and fixed annuities as an agent since 2019. He dedicates minimal time to this activity.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Eagle One Investments, LLCBroker
Eagle One Investments, LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.
Bts Asset Management, INC.
Locust Street Securities, INC.Broker
Washington Square Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Washington Square Securities, INC.Broker
Intersecurities, INC.Broker
Walnut Street Securities, INC.Broker
Nml Equity Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.