Overview
Assets Under Management: $237 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 97
Average Client Assets: $2.0 million
Frequently Asked Questions
CENTERPOINT ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324181), CENTERPOINT ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
CENTERPOINT ADVISORY GROUP, LLC is headquartered in OVERLAND PARK, KS.
CENTERPOINT ADVISORY GROUP, LLC serves 97 high-net-worth clients according to their SEC filing dated January 02, 2026. View client details ↓
According to their SEC Form ADV, CENTERPOINT ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CENTERPOINT ADVISORY GROUP, LLC manages $237 million in client assets according to their SEC filing dated January 02, 2026.
According to their SEC Form ADV, CENTERPOINT ADVISORY GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.68%
Average Client Assets: $2.0 million
Total Client Accounts: 540
Discretionary Accounts: 540
Regulatory Filings
CRD Number: 324181
Filing ID: 2036178
Last Filing Date: 2026-01-02 08:02:27