Centennial Securities Company Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,268,523,885
Clients
2,468
Advisors
38
across 4 offices
About
Centennial Securities Company, Inc. provides discretionary and non‑discretionary investment management, financial planning, and consulting services to a mix of individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, trusts and estates, foundations, endowments, and other business entities. Offerings described in the brochure include individually managed accounts, a sponsored wrap‑fee program (Centennial Select), access to third‑party manager programs, and plan advisory services.
Investment advice is delivered through the firm’s investment adviser representatives rather than a central investment committee, with portfolios tailored to client objectives using fundamental and technical analysis, strategic asset allocation, and both proprietary and third‑party model and overlay solutions (including RBC Unified Portfolios and Envestnet). The firm provides both discretionary and non‑discretionary management, conducts regular account reviews, and may employ a range of strategies from long‑term holdings to more active trading and options where suitable.
Centennial’s brochure highlights several features that distinguish it from many peers: it is concurrently registered and active as a broker‑dealer and operates as a licensed insurance agency, it sponsors and solicits for third‑party manager programs, and it maintains an affiliated pension consulting relationship (Pathway Benefit Services) owned by firm representatives. The firm also reports serving less‑common institutional client types for its peer group — such as banking and insurance institutions, other investment advisers, and governmental or sovereign entities — and the brochure discloses no material disciplinary events.
Client services
Expertise
Fee options
Flat project fees for financial planning and consulting services, negotiable and specified in contract
$0 - $500,000: 0.75% – 2.00% annually $500,000 - $1,000,000: 0.50% – 1.75% annually $1,000,000+: 0.25% – 1.50% annually
Transaction-based compensation such as commissions when brokerage services are used outside of advisory programs; insurance commissions on insurance purchases
Hourly fees for financial planning and consulting services range from $100–$300 for professional staff and $50–$100 for administrative staff
Fee-only: Asset-based fees, hourly fees $100-$300 for professional staff, $50-$100 for administrative staff, and fixed project fees for financial planning and consulting services
Main office
See office3075 Charlevoix Dr SE
Grand Rapids MI 49546
Advisors at this office
26
Offices (4)
Grand Rapids, MI Charlevoix Dr SE
3075 Charlevoix Dr SE, Grand Rapids, MI 49546
26 advisors
Chicago, IL
135 S. Lasalle Street Suite 3710, Chicago, IL 60603
10 advisors
Grand Rapids, MI N. Breton Ct. SE
4649 N. Breton Ct. SE Suite B, Grand Rapids, MI 49508
1 advisor
Jenison, MI
7678 Cottonwood, Jenison, MI 49428
1 advisor
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Michigan · Missouri · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Washington · Wisconsin
Also doing business as
Centennial Securities Co. · Centennial Securities Company Inc · Centennial Securities Company LLC · Centennial Securities Company, Inc · Centennial Securities Company, Inc. · Centennial Securities Company, LLC
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)