Acentrus Financial Partners LLC

Acentrus Financial Partners is an independent registered investment adviser that provides comprehensive financial planning and portfolio management primarily for individual clients, as well as trusts, retirement plans and small businesses. The firm reports managing roughly $12.5 million across about 43 client accounts and charges fees based on a percentage of assets under management.

The firm generally manages client accounts on a discretionary basis using internally developed, proprietary model portfolios and separate account structures, emphasizing macroeconomic, quantitative and fundamental analysis alongside asset-allocation-driven portfolio construction. Acentrus invests across individual stocks, bonds, ETFs and mutual funds and may employ options (including covered calls and spreads), short sales and limited margin where appropriate to client objectives.

Notable distinctions for a small supported firm include sponsorship of a wrap fee program — the firm discloses it receives a portion of wrap fees and that wrap and non‑wrap accounts are managed in the same manner — and its explicit use of quantitative backtesting and proprietary models. The brochure also discloses a preference for Interactive Brokers and MG Trust Company as custodians and that the firm receives certain “eligible” products and services from its primary custodian under SEC safe-harbor arrangements, which the firm considered when selecting custody.