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Cypress, TX Office

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Centric Advisors, LLC logo

Centric Advisors, LLC

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Firm-wide stats for Centric Advisors, LLC

Total advisors

4

Across 2 offices

Clients per advisor

228 Very High

Avg AUM per client

$189,450 Very Low

HNW client ratio

2% Very Low

About

Centric Advisors provides portfolio management and financial planning to individuals, high‑net‑worth individuals, corporations, and charitable organizations. The firm offers ongoing discretionary and non‑discretionary portfolio management alongside comprehensive and basic financial planning, and generally limits its advice to mutual funds, fixed income, equities, ETFs, real estate funds, annuities, and commodities.

The firm’s investment process combines fundamental, technical, and cyclical analysis and uses both long‑term and short‑term trading approaches, including margin, short sales, and options strategies; Centric typically seeks discretionary trading authority and conducts at least annual reviews of client portfolios. Financial plans are tailored to each client’s income, tax situation, time horizon, and risk tolerance, and may be delivered as a one‑time plan or supported with ongoing implementation and monitoring.

Centric’s brochure discloses several third‑party relationships and potential conflicts that distinguish it from many peers: principals own an affiliated insurance agency and many advisers are licensed insurance agents, the firm participates in Charles Schwab and Fidelity advisory programs and may receive research and practice‑management benefits, and it maintains solicitor arrangements that disclose referral compensation ranging from 5% to 50% of advisory fees. The firm also operates with no stated account minimum and documents the use of higher‑risk trading tools (short sales, uncovered options, margin), which may be relevant for prospective clients assessing risk tolerance.

Based on Centric Advisors, LLC

Expertise

Options & derivatives strategies Real estate investing Annuities

Based on Centric Advisors, LLC

Location

12549 Louetta Road

Cypress TX 77429

Advisors at this office

4

Advisors at this office

user avatar

Ward M

Series 63, Series 66

Cypress, TX

Centric Advisors, LLC

Ward Molen is a financial advisor at Centric Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centric Advisors since 2019. In addition to his advisory role, he serves as president of Molen & Associates, LLC, a tax preparation and accounting services business, and has experience as a licensed insurance agent. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both discretionary and non-discretionary portfolio management alongside tailored financial planning.

Options & derivatives strategies Real estate investing Annuities
user avatar

Richard C

CFA®

Cypress, TX

Centric Advisors, LLC

Richard Cull is a CFA® charterholder with 19 years of industry experience. He has worked at Centric Advisors, LLC since 2018 and currently serves as Chief Investment Officer, focusing on research and stock recommendations. He also holds a portfolio manager role at Old Beach Investment Advisors, LLC. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical investment analysis and uses both long- and short-term trading strategies, tailoring financial plans to each client’s circumstances.

Options & derivatives strategies Real estate investing Annuities
user avatar

Zachary M

CFP®, Series 66

Cypress, TX

Centric Advisors, LLC

Zachary Majors is a CFP® with 16 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked since 2016, and previously affiliated with Cetera Investment Services LLC. Outside of his advisory role, Majors provides consulting services through Majors Family Holdings LLC, focusing on business growth and operational efficiency. Centric Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes a range of trading strategies including margin, short sales, and options.

Options & derivatives strategies Real estate investing Annuities
user avatar

Oscar M

CFP®, Series 63, Series 65

Cypress, TX

Centric Advisors, LLC

Oscar Mondragon is a CFP® professional with 13 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked for over a decade, and has also held roles with Cetera Investment Services LLC since 2026. Outside of his advisory duties, Mondragon is a licensed insurance agent and operates a consulting firm focused on coaching individuals and businesses in revenue growth, profitability, and organizational development. Centric Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes both long- and short-term trading strategies while tailoring financial plans to clients’ individual circumstances.

Options & derivatives strategies Real estate investing Annuities
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