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Chad Centorbi

Centorbi Financial Group, INC.
27 Years of Experience
O'Fallon, MO
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Chad Centorbi is a registered investment advisor at Centorbi Financial Group, INC., based in O'Fallon, MO, with 27 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 86 clients with $39M in assets under management.

Centorbi Financial Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
86 clients
Average Client Portfolio
$449K average
Assets Under Management
$38.6M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.20%
$1.0M - $2.5M0.75%
$2.5M - $5.0M0.50%
$5.0M - $10.0M0.40%
$10M+0.30%

Fees are calculated using a blended rate across tiers. The firm may negotiate lower fees or waive them in individual cases. Clients may also choose a negotiated flat percentage up to 2.00% per annum.

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

Location

1001 Boardwalk Springs Place, Suite 111, O'Fallon, MO, 63368

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History

Regulatory History (2)
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
May 2010
Settled
Customer Dispute
April 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chad is involved with Centorbi Financial Group Incorporated, focusing on independent insurance sales since 2004, taking nearly full-time. He also owns Centorbi Real Estate LLC and serves on the investment committee for Academy of the Sacred Heart School.

Employment History
Current Registrations
Centorbi Financial Group, INC.
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Centorbi Financial Group, INC.
March 2018 - December 2018 · 9 mos
Silver Oak Securities, INC.
January 2017 - May 2018 · 1 yr 4 mos
Silver Oak Securities, INC.
January 2012 - December 2016 · 4 yrs 11 mos
Silver Oak Securities, IncorporatedBroker
January 2012 - December 2016 · 4 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
December 2007 - July 2010 · 2 yrs 7 mos
Sutterfield Financial Group, INC.
July 2007 - January 2012 · 4 yrs 6 mos
American General Securities IncorporatedBroker
October 2002 - December 2007 · 5 yrs 2 mos
Franklin Financial Services CorporationBroker
August 1999 - October 2002 · 3 yrs 2 mos
State Registrations1 state
MO
Advisor

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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