RIA Intel›Advisers›New Jersey›CEREUS FINANCIAL ADVISORS, LLC

CEREUS FINANCIAL ADVISORS, LLC

Advisory

FRANKLIN LAKES, NJ

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in NJ

#774

of 775 advisers by AUM

Average account

$601K

across 65 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$39M

Discretionary AUM$38M

Non-Discretionary AUM$1M

Discretionary %96.5%

Total Clients31

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY

Succession Risk

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

See plansIncluded with the Intelligence plan

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

31 clients

11 high-net-worth

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

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