Century Management Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$559,382,589
Clients
707
Advisors
10
across 2 offices
About
Century Management Financial Advisors provides discretionary and non‑discretionary investment management, financial planning, retirement‑plan advisory (including 401(k) services) and business succession/exit planning to individuals, trusts, estates, charitable organizations and retirement plans. The firm also serves as a sub‑advisor to unaffiliated advisers and acts as the investment adviser to the CM Advisors Family of Funds.
Investment implementation is organized around five risk‑based strategies (Aggressive through Conservative) and three methods (mutual funds/ETFs, individual stocks and bonds, or any type), with portfolio construction driven by in‑house fundamental research supplemented by third‑party data sources such as Morningstar Direct, Bloomberg and S&P. Portfolios are typically managed on a discretionary basis, the firm may hold extended cash positions when it judges markets overvalued, and it uses options (including stock‑index options) as part of hedging and investment strategies.
What is noteworthy relative to many peers is that Century Management both manages a mutual fund (the CM Advisors Fixed Income Fund, and that fund’s assets are included in the firm’s reported AUM) and states it will negotiate performance‑based fee arrangements with qualified clients. The brochure also documents practices that are less common among peers: a formal promoter/referral program with required disclosures, and client education services for retirement plan participants (group and individual sessions), together with written conflict‑of‑interest disclosures and trading/soft dollar procedures.
Client services
Expertise
Occupation focus
Fee options
Flat fees may be charged for other financial planning services and business succession and exit planning consulting services, negotiated case-by-case
$0 - $5,000,000: 1.00% annually Over $5,000,000+: 0.85% annually Exclusively fixed income accounts+: 0.50% annually
$250 per hour for other financial planning services
Performance-based fees may be charged for qualified clients based on gross profits annually; fees negotiated on a case-by-case basis; charged annually in arrears
Account minimum: $2,500 minimum for discretionary investment management services (other than 401(k) Clients) and 401(k) Clients; $4,000 minimum for Comprehensive Financial Plan Minimum fee: $2,500 minimum annual fee for discretionary investment management services and for 401(k) Client services; $4,000 minimum fee for Comprehensive Financial Plan Fee-only: Comprehensive Financial Plan fees typically range between $4,000 and $10,000; Other Financial Planning Services charged at either $250/hour or a flat fee per project; Business Succession and Exit Planning Consulting Services fees range from $5,000 to $10,000, negotiated case-by-case; General consulting and non-discretionary investment management fees negotiated case-by-case.
Main office
See office805 Las Cimas Parkway, Suite 305
Austin TX 78746
Advisors at this office
9
Offices (2)
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Century Management · Century Management Financial Advisors · Century Management Investment Advisors · Cm Fund Advisors · Dba, Century Management · Van Den Berg Management I, Inc. · Van Den Berg Management, Inc. · Van Den Berg Management, Inc. I
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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