{"url":"https://nivawealth.com/firms/wilson-group-financial-management-339651","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/339651","regulatoryAum":125094769,"crd":"339651","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7776635","suffix":null,"lastName":"ANASTASI","firstName":"MARCO","middleName":null},{"crd":"6280822","suffix":null,"lastName":"Weaver","firstName":"Victoria","middleName":"Lee"},{"crd":"2520624","suffix":null,"lastName":"Wilson","firstName":"Jude","middleName":"Harvey"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135155","legalName":"Wilson Group Financial Management, LLC","displayName":"Wilson Group Financial Management","slug":"wilson-group-financial-management-339651","website":"https://centrusfs.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/-wilson-group-financial/","xUrl":"https://x.com/centrusfs","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"121 S. Orange Ave North Tower, Suite 1500","city":"Orlando","state":"FL","stateName":"Florida","country":"United States","postalCode":"32801"},"tradeNames":[],"registration":{"secApproved":"20 January 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":579402.0052910052,"staff":{"employees":9,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":125094769,"discretionary":125094769,"discretionaryAccounts":190,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":128,"regulatoryAum":28992067},{"label":"High-net-worth individuals","clients":61,"regulatoryAum":80514912},{"label":"Banking or thrift institutions","clients":1,"fewerThan5":true,"regulatoryAum":15587790}],"feePrograms":[{"role":"main","program":"Investment Management Fee","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046493","versionId":1046493,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-05-28","documentName":"2A BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting Services","summary":"Consulting is billed on an hourly fee arrangement, generally $500 per hour, and is negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046493","versionId":1046493,"submittedOn":"2026-05-28","documentName":"2A BROCHURE"},{"role":"other","program":"Financial Planning","summary":"Fixed fees range from $3,000 to $15,000; hourly fees will not exceed $500. Fees are negotiable and set in the financial planning agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046493","versionId":1046493,"submittedOn":"2026-05-28","documentName":"2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:12:41.034601+00:00","documents":[{"name":"2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046493","versionId":1046493,"submittedOn":"2026-05-28"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":171013},{"name":"Principal Securities, Inc.","shortName":"Principal Securities","location":"Des Moines, IA","smaAssets":18543464}],"custodyNote":"Wilson Group Financial Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Victoria Weaver","title":"Chief Compliance Officer","crd":"6280822"},{"name":"Jude Wilson","title":"Owner","crd":"2520624"}],"ownership":[{"label":"Jude Wilson","detail":"Owner in the 75% or more ownership band and a control person, since November 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"121 S. Orange Ave North Tower, Suite 1500","city":"Orlando","headquarters":true},{"street":"1800 2nd St.","city":"Sarasota"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"18007794592","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":50},{"label":"U.S. government/agency bonds","percent":5},{"label":"U.S. state and local bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":40}],"privateFunds":0},"sources":{"adv1FilingDate":"12 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/339651/PDF/339651.pdf","brochureDate":"28 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046493","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wilson Group Financial Management have?","answer":"Wilson Group Financial Management has 190 clients and manages $125 million for them, as of August 2026. They include 128 individual clients, 61 high-net-worth individuals and 1 banking or thrift institution.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wilson Group Financial Management offer?","answer":"Wilson Group Financial Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wilson Group Financial Management charge?","answer":"Wilson Group Financial Management charges up to 2.00% a year for its Investment Management Fee. The fee is billed in advance or in arrears and is negotiable.","source":"2A BROCHURE, filed 28 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wilson Group Financial Management use?","answer":"Wilson Group Financial Management’s separately managed account assets are held at Principal Securities, Inc. (Des Moines, IA), with $18.5M and Charles Schwab & Co., Inc. (Westlake, TX), with $171K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wilson Group Financial Management have?","answer":"Wilson Group Financial Management has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wilson Group Financial Management invest in?","answer":"At the end of its last fiscal year, Wilson Group Financial Management’s separately managed accounts held 50% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds and 5% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wilson Group Financial Management?","answer":"Wilson Group Financial Management’s direct owner is Jude Wilson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wilson Group Financial Management get paid?","answer":"Wilson Group Financial Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wilson Group Financial Management?","answer":"Wilson Group Financial Management’s main office is at 121 S. Orange Ave North Tower, Suite 1500, Orlando, FL 32801. Its phone number is 18007794592. Its website is centrusfs.com.","source":"Form ADV Part 1A, Item 1.F, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}