Christopher Patrick Walsh
Financial advisor at Centaurus Financial, Inc. · Newport Beach, CA
Last updated 2026-10-10
Claim your profileChristopher Patrick Walsh is a financial advisor at Centaurus Financial, Inc. in Newport Beach, CA, CRD 2287896. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2003-03-27.
Registration
- CRD number
- 2287896
- Registration status
- Active
- IAPD registration
- 2003-03-27
- Industry Experience
- 23 years
- Work Experience
- 22 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 65
Work history
- 2004-07 to Present · Independent Insurance Sales Agent · Costa Mesa, CA
- 2004-07 to Present · Christopher P. Walsh, Cfp · Costa Mesa, CA
- 2009-08 to Present · Centaurus Financial, Inc. · Anaheim, CA
Current employment
- Centaurus Financial, Inc. · Anaheim, CA
Centaurus Financial, Inc.
- Regulatory AUM
- $9,740,127,253
- Registered advisors
- 431
- Offices
- 298
- Clients per advisor
- 105.2 (Moderate)
- Average AUM per client
- $214.8K (Low)
- High-net-worth client ratio
- 1.0% (Low)
Centaurus Financial, Inc.: advisors, services and reported ETF investments
About
Christopher Patrick Walsh is a financial advisor at Centaurus Financial, Inc. in Newport Beach, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 23 years of industry experience and 22 years of reported work history. Reported roles include Independent Insurance Sales Agent, Christopher P. Walsh, Cfp.
SEC disclosures list additional business and community activities: Owner: Non investment related since 04/2004 and i spend approx; 5 hours per month on this activity.
Centaurus Financial, Inc.'s firm-level Form ADV reports 431 advisors across 298 offices; approximately 105.2 clients per advisor, average assets per client of $214,843, and regulatory AUM of $9.7B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.2M across 545 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Christopher Patrick Walsh personally.
Reported ETF positions
Centaurus Financial reports 545 ETF positions worth $1.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $41.3K |
| SPY — SPDR S&P 500 ETF TRUST | $40.8K |
| QUAL — iShares MSCI USA Quality Factor ETF | $33.3K |
| XLK — State Street Technology Select Sector SPDR ETF | $27.4K |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $23.2K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Centaurus Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $5.8K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.4K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $1.6K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | HOOW — Roundhill HOOD WeeklyPay ETF | $1.1K | Top 99.2% | Replicability (R²) 34.1% · Residual Sharpe 0.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Centaurus Financial, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Market Timing Services
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
Location
23 Corporate Plaza Drive, Newport Beach, CA 92660
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 714-456-1790
- Website: centaurusfinancial.com
Official record
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