RIA Intel›Advisers›Missouri›CENTORBI FINANCIAL GROUP, INC.

CENTORBI FINANCIAL GROUP, INC.

Advisory

O'FALLON, MO

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account
$161K
across 240 accounts
AUM per adviser
$39M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$39M
Discretionary %
94.3%
Clients
86
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$39M
Discretionary AUM$36M
Non-Discretionary AUM$2M
Discretionary %94.3%
Total Clients86
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

YORKTOWN INVESTMENT LLC
ST.LOUIS, MO
$39M
-6.4% 1Y
MINDSHARE CAPITAL MANAGEMENT, LLC
ST. LOUIS, MO
$39M
-61.8% 1Y
W. SWARTZ & CO., LLC
$39M
DATATEX INVESTMENT SERVICES INC
CLAYTON, MO
$39M
0.0% 1Y
MILITELLO WEALTH MANAGEMENT, L.L.C.
CLAYTON, MO
$39M
-6.4% 1Y
SINNET CAPITAL MANAGEMENT, LLC
CLAYTON, MO
$38M

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