RIA Intel›Advisers›Oregon›ACENTRUS FINANCIAL PARTNERS LLC

ACENTRUS FINANCIAL PARTNERS LLC

Advisory

OR

Data as of Jul 21, 2026 · Source: SEC Form ADV

Average account

$209K

across 60 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 21, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InOR, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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TMFS-PORTLAND, LLC

$14M

OJEDA PARTNERS LLC

$14M

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