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Michael Hamilton

Centaurus Financial, INC.
34 Years of Experience
Anaheim, CA
3 DisclosuresBroker
View SEC Summary
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Michael Hamilton is a registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 34 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.

Centaurus Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
441 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806

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History

Regulatory History (3)
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
March 2026
Pending
Regulatory
February 2025
Final
Customer Dispute
August 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael owns Eagle Tax Group, providing tax preparation services since 2012, dedicating minimal time to this activity. He is also the president of Hamilton Wealth Management, a DBA for branding purposes.

Employment History
Current Registrations
Centaurus Financial, INC.Broker
October 2015 - Present · 11 yrs
Centaurus Financial, INC.
October 2015 - Present · 11 yrs
Previous Registrations
J P Turner & Company Capital Management, LLC
May 2010 - October 2015 · 5 yrs 5 mos
J.P. Turner & Company, L.L.C.Broker
March 2010 - October 2015 · 5 yrs 7 mos
Gunnallen Financial, INC
March 2009 - March 2010 · 1 yr
Gunnallen Financial, INCBroker
March 2009 - March 2010 · 1 yr
Raymond James & Associates, INC.Broker
May 2001 - March 2009 · 7 yrs 10 mos
Raymond James & Associates, INC.
May 2001 - March 2009 · 7 yrs 10 mos
Prudential Securities IncorporatedBroker
May 1996 - May 2001 · 5 yrs
Smith Barney INC.Broker
July 1993 - May 1996 · 2 yrs 10 mos
Lehman Brothers INC.Broker
March 1993 - July 1993 · 4 mos
Prudential Securities IncorporatedBroker
September 1992 - March 1993 · 6 mos
State Registrations17 states
CADEFLGAILLAMAMEMINHNJNYOHPASCTXWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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