Multi-Family OfficeRIA · CRD 304535SEC-Registered

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Centered Financial

CENTERED FINANCIAL is an SEC-registered investment adviser in CARLSBAD, CA. The firm manages approximately $75 million in regulatory assets. It has 2 employees...

Centered Financial

CENTERED FINANCIAL is an SEC-registered investment adviser in CARLSBAD, CA. The firm manages approximately $75 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2015

Location

Region

North America

Country

United States

City

Carlsbad

Corporate office

Dana Point, CA, United States

Principals

Justin D. Hall

Founder and Managing Partner

Sector focus

Real EstatePrivate CreditVenture CapitalPrivate Equity

Frequently asked questions

Who runs investment decisions at Centered Financial?

Investment leadership sits with founder and managing partner Justin D. Hall, who structured the firm's platform and sourcing model following an advisory career focused on private-market deal access for high-net-worth families. The small-firm architecture of multi-family offices at Centered Financial's scale typically concentrates investment-committee authority in the founder and a tight circle of external partners across credit, venture, and real estate verticals.

Is Centered Financial a single-family office or a multi-family office?

Centered Financial is structured as a multi-family office serving multiple affluent families from its Dana Point headquarters. Multi-family offices at this tier often operate as curated investment platforms — offering deal-by-deal co-investment opportunities, bespoke fund access, and coordinated advisory services — rather than the fully dedicated balance sheet of a single-family office.

How does faith-driven investing shape Centered Financial's mandate?

Faith-driven stewardship operates as a core investment filter, not merely an overlay. The firm's published communications indicate that values alignment across private credit, venture, and real estate mandates is integrated into sourcing and due diligence rather than applied retroactively. This distinguishes Centered Financial from secular multi-family offices that may offer optional ESG or values screens, but do not anchor the investment thesis in a stewardship framework.

What investment stages does Centered Financial target in venture capital?

Centered Financial targets early-to-growth-stage venture opportunities, consistent with family-office capital favoring longer hold periods and syndicated deal structures where value-creation cycles align with generational capital. Specific portfolio companies are not publicly disclosed, which is common for multi-family offices that co-invest alongside venture managers rather than marketing their positions.

Does Centered Financial participate in fund commitments or only direct deals?

The firm pursues both direct co-investment opportunities and curated fund commitments across private credit, venture capital, and real estate. Multi-family offices at Centered Financial's scale often blend limited-partner fund allocations with direct deal participation to diversify vintage risk and gain access to sponsor-led transactions in credit and property markets.

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