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PROBITAS FINANCIAL

Advisory

NEWPORT BEACH, CA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in CA

#3,073

of 5,480 advisers by AUM

Average account

$515K

across 145 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$75M

Discretionary AUM$0

Non-Discretionary AUM$75M

Discretionary %0%

Total Clients54

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

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

54 clients

19 high-net-worth

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

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

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CENTERED FINANCIAL LLC

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