Adam Donlevie
Adam Donlevie is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Santa Barbara, CA, with 19 years of industry experience. Adam 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
3902 State Street, Suite #101, Santa Barbara, CA, 93105
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Other 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.
Centaurus Financial, INC.Broker
State Registrations4 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.
Exams
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