Overview
Assets Under Management: $227 million
Headquarters: CYPRESS, TX
High-Net-Worth Clients: 23
Average Client Assets: $2 million
Frequently Asked Questions
CENTRIC ADVISORS, 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 #282477), CENTRIC ADVISORS, LLC is subject to fiduciary duty under federal law.
CENTRIC ADVISORS, LLC is headquartered in CYPRESS, TX.
CENTRIC ADVISORS, LLC serves 23 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, CENTRIC ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CENTRIC ADVISORS, LLC manages $227 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, CENTRIC ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,162
Discretionary Accounts: 1,074
Non-Discretionary Accounts: 88
Regulatory Filings
CRD Number: 282477
Filing ID: 1925514
Last Filing Date: 2025-03-07 10:07:00
Website: https://centric.org