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CENTENNIAL ADVISORS, LLC

10815 Ranch Road 2222
Bldg 3c Suite 200
Austin, Texas 78730
Tel: (512) 265-5000

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About CENTENNIAL ADVISORS, LLC

CENTENNIAL ADVISORS, LLC, formally registered with the SEC as CENTENNIAL ADVISORS, LLC. The firm was established in 12/16/2021. They have over 3 offices throughout the country.

CENTENNIAL ADVISORS, LLC is a Austin, Texas based Financial Planning firm with nearly $118,918,920 assets under management, offering retirement planning & investment advisory services to 789 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#290778
SEC#801-122886
Assets Managed by Firm$118,918,920
No. of Clients789
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (MONTHLY SUBSCRIPTION BASED FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total789$118,918,920
Individuals (other than high net worth individuals)317$80,324,076
High net worth individuals28$38,594,844

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