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Century Funds Management Inc

Updated today

Client AUM

$7,674,900

Clients

17

Advisors

2

across 2 offices

About

Century Funds Management, Inc. provides discretionary investment management focused on diversified equity and balanced account strategies for individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, charitable institutions, foundations, endowments, and corporations. The firm manages portfolios on an individual basis under written client guidelines and uses asset‑based billing consistent with many supported firms, and it does not provide financial planning or charge performance‑based fees.

Investment decisions emphasize fundamental analysis of company growth, financials, and dividend prospects, with the brochure noting that artificial intelligence may be used in that analysis while eschewing technical analysis and formal mathematical models. Portfolios are managed with initial interviews to set restrictions, discretionary implementation consistent with those guidelines, quarterly reporting, and at least annual in‑person reviews to reassess objectives and constraints.

Distinctive features include a small, concentrated client roster and modest total assets under management relative to many peers, and leadership with advanced academic and professional credentials (including a doctoral degree and CFA designation) and prior academic and institutional experience. The firm also discloses a prior regulatory matter from 2004 that was resolved by consent, and it describes operational policies such as avoiding soft‑dollar arrangements, not voting client proxies, and limiting outside industry affiliations.

Client services

Portfolio management

Expertise

Active portfolio management

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Fee options

Percentage

$0 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually

Main office

See office

Kaysville UT

Advisors at this office

1

Most active in

Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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