Centennial Advisors, LLC logo

Centennial Advisors, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.) General tax planning

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees starting at $1,500 and increasing based on complexity.

Percentage

$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

Commissions on insurance products sold through affiliated insurance agency CA Financial, LLC; commission amounts vary by product.

Performance-based

Performance-based compensation may be charged at the private fund level (e.g., ThetaEdge Strategies Fund, L.P.).

Subscriptions

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

Advisors at this firm

user avatar

Jason S

CFP®, Series 66

Austin, TX

Centennial Advisors, LLC

Jason Smith is a CFP® with seven years of industry experience, currently serving as an advisor at Centennial Advisors, LLC since 2024. He previously worked at Raymond James & Associates for six years and spent seven years at Allergan. Outside of his advisory role, he volunteers as a leader in a children's ministry at Kids Outdoor Zone in Smithville, TX. Centennial Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering discretionary portfolio management and access to a range of investment products.

Private / alternative investments Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
user avatar

Abraham M

CFP®, Series 66, Series 63

Austin, TX

Centennial Advisors, LLC

Abraham Martinez is a CFP®-designated advisor with Centennial Advisors, LLC, based in Austin, TX, and has four years of industry experience. Prior to joining Centennial Advisors, he worked at Fisher Investments and Fidelity Investments. 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 emphasizes fundamental analysis and long-term strategies, offering each client a tailored Investment Policy Statement and managing accounts primarily on a discretionary basis.

Private / alternative investments Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
user avatar

Jeremy A

CFA®

Austin, TX

Centennial Advisors, LLC

Jeremy Aston is a CFA® charterholder with three years of industry experience. He is currently with Centennial Advisors, LLC, where he has worked since 2022. Prior to that, he was employed at Bridgepoint Consulting and was self-employed for brief periods, and he spent 12 years at the Teacher Retirement System of Texas. Centennial Advisors, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to clients’ goals and risk tolerance while offering discretionary portfolio management and access to a range of investment products.

Private / alternative investments Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
user avatar

Kevin W

Series 65

Austin, TX

Centennial Advisors, LLC

Kevin Wade is a financial advisor at Centennial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Centennial Advisors since 2018, following two years at Centennial Wealth Advisory, LLC. Outside of his advisory role, he serves as an official for high school sports with the Texas Association of Sports Officials. Centennial Advisors provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to clients' goals and risk tolerance while offering discretionary management and access to a range of investment products.

Private / alternative investments Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
user avatar

Jeffrey R

Series 65

Austin, TX

Centennial Advisors, LLC

Jeffrey Rossmann II is a financial advisor at Centennial Advisors, LLC in Austin, TX, holding a Series 65 credential. He has one year of industry experience and prior work history including positions at Eddie V's and Onward Roofing. Outside of his advisory role, he is also licensed as an insurance agent with CA Financial, an insurance agency affiliated with his firm. Centennial Advisors, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering access to a range of investment products and discretionary portfolio management.

Private / alternative investments Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
user avatar

Christopher L

Series 65

Austin, TX

Centennial Advisors, LLC

Christopher Larson is a financial advisor at Centennial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Centennial Advisors since 2023. Prior to that, he operated his own advisory practice and has experience with Texas State University, Austin Aquarium, and ASEA Global. 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’s investment approach emphasizes fundamental analysis and long-term strategies, with individualized Investment Policy Statements and discretionary account management.

Private / alternative investments Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
user avatar

Elizabeth T

Series 66

Austin, TX

Centennial Advisors, LLC

Elizabeth Torres is a financial advisor at Centennial Advisors, LLC in Austin, TX, holding a Series 66 designation with 17 years of industry experience. She has worked at Centennial Advisors since 2018 and previously at Centennial Wealth Advisory LLC, Global Financial Private Capital, LLC, and Capstar Financial LLC. Centennial Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering discretionary portfolio management and access to a range of investment products.

Private / alternative investments Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
user avatar

Michael R

CFP®, Series 63, Series 65

Austin, TX

Centennial Advisors, LLC

Michael Reese is a CFP® with 15 years of industry experience, currently serving at Centennial Advisors, LLC since 2018. He previously worked at Centennial Wealth Advisory, LLC for 17 years and operates Michael D. Reese Consulting, a firm that assists independent financial advisors. He is also CEO of The MKR Group, LLC, the holding company of Centennial Advisors and his consulting firm. Centennial Advisors, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm’s investment approach focuses on fundamental analysis and long-term investing, tailoring portfolios to client goals and risk tolerance while offering discretionary management and access to various investment vehicles.

Private / alternative investments Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
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