Centennial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$231,522,321
Clients
456
Advisors
8
of 22 employees
About
Centennial Advisors, LLC provides investment management, financial planning, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm also offers income tax preparation through licensed CPAs, subscription financial planning, and access to private investment vehicles available to qualified investors.
The firm’s investment process centers on fundamental analysis and long-term strategies, with each client receiving a written Investment Policy Statement that documents goals, tax considerations, and risk tolerance; accounts are typically managed on a discretionary basis. Centennial conducts due diligence before selecting third‑party advisers, may allocate client assets to proprietary or affiliated private funds, and uses model allocations alongside tailored recommendations.
What is most distinctive in the brochure is the firm’s integration of insurance and wrap-fee offerings into its advisory business: an affiliated insurance agency (CA Financial, LLC) sells annuities and other insurance products, and the firm discloses that its financial professionals spend roughly half of their time on insurance-related sales and may receive commission compensation. Centennial also participates in a wrap fee program, directs clients to specific third‑party platforms (including AE Wealth Management) for discretionary management and trade processing, and discloses affiliated private fund interests—conflicts and limitations the brochure identifies for client consideration.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees starting at $1,500 and increasing based on complexity.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Commissions on insurance products sold through affiliated insurance agency CA Financial, LLC; commission amounts vary by product.
Performance-based compensation may be charged at the private fund level (e.g., ThetaEdge Strategies Fund, L.P.).
Financial planning subscription fees offered on a monthly basis under a twelve-month contract.
Main office
10815 Ranch Road 2222, Bldg 3 C Suite 200
Austin TX 78730
Advisors at this office
8
Most active in
Arizona · Colorado · Florida · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
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