A complete list of active advisors currently associated with Centerpoint Advisory Group, LLC

Warmer can help you find a great advisor at Centerpoint Advisory Group, LLC or one who fits your needs even better.

Centerpoint Advisory Group provides advisory services to individuals (including high‑net‑worth clients) and to pension and profit‑sharing plans, offering discretionary portfolio management, financial planning, pension consulting, and referrals to third‑party investment advisers. The firm prepares an Investment Policy Statement for each client and delivers services such as asset allocation, asset selection, and regular portfolio monitoring. The firm’s investment approach combines multiple methods of analysis—fundamental, quantitative, technical, charting, cyclical analysis and modern portfolio theory—and uses long‑ and short‑term trading, options strategies, and the selection of other managers when appropriate. Accounts are generally managed on a discretionary basis with documented risk‑tolerance levels, periodic reviews, and written reporting through the custodian. Noteworthy disclosures in the brochure include that CAG sponsors a wrap‑fee program and details the transaction charges it pays for SWM accounts, and explains how those costs can influence security selection and trade frequency. The brochure also highlights multiple industry affiliations and potential conflicts — dually registered representatives with LPL Financial, licensed insurance activity, and a supervised person who practices as an accountant — and directs readers to third‑party resources (including its CRD number and the SEC adviserinfo site), factors clients may consider when evaluating custody, outside services, and possible conflicts of interest.

To learn more about the advisors currently working at Centerpoint Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.