Austin, TX logo

Austin, TX Office

Team
Updated today

Client AUM

$559,382,589

Clients

707

Advisors

9

Of 10 advisors across 2 offices

Location

805 Las Cimas Parkway, Suite 305

Austin TX 78746

Advisors at this office

9

Advisors at this office

user avatar

Scott V

CFP®, ChFC®, Series 65

Austin, TX

Century Management Financial Advisors

Scott Van Den Berg is a CFP®, ChFC®, and Series 65-licensed advisor with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1992. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers services including sub-advisory arrangements and ERISA 3(38) retirement plan management, utilizing a multi-method investment approach tailored to client risk profiles.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

William B

Series 65

Austin, TX

Century Management Financial Advisors

William Brilliant is a financial advisor at Century Management Financial Advisors in Austin, TX, holding a Series 65 designation with 23 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2002. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of investment approaches tailored to client objectives and risk tolerance, including performance-based fee arrangements and specialized retirement plan services.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Mark O

Series 63, Series 66

Austin, TX

Century Management Financial Advisors

Mark Okamoto is a financial advisor at Century Management Financial Advisors in Austin, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2006. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm offers tailored investment solutions across multiple risk profiles and manages its own mutual fund series, combining detailed analysis with a variety of implementation methods.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

James B

CFA®

Austin, TX

Century Management Financial Advisors

James Brilliant is a CFA® charterholder with 27 years of experience in the financial industry. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1987. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers tailored investment solutions across multiple risk profiles using a combination of mutual funds, ETFs, stocks, and bonds.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Arnold V

Austin, TX

Century Management Financial Advisors

Arnold Van Den Berg is a financial advisor with Century Management Financial Advisors in Austin, TX, holding 27 years of industry experience. He has been associated with Van Den Berg Management I, Inc., doing business as Century Management, since 1974. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm offers tailored investment strategies across defined risk profiles using a combination of mutual funds, ETFs, individual stocks, and bonds, and it also manages its own mutual fund series while providing portfolio management for investment companies.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

John D

CFP®, Series 63, Series 65

Austin, TX

Century Management Financial Advisors

John Dixon is a CFP® professional with 24 years of experience in financial advising. He has been with Van Den Berg Management I, Inc., operating as Century Management, since 2001. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of services including sub-advisory arrangements and ERISA 3(38) retirement plan services, employing a risk-profile-based investment approach tailored to client objectives.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Rachel V

Series 65

Austin, TX

Century Management Financial Advisors

Rachel Van Den Berg is a financial advisor at Century Management Financial Advisors with Series 65 credentials and eight years of experience. Before entering financial advising, she spent six years in full-time education. She serves as treasurer for the Coalition for Queer Art Therapies, a nonprofit organization supporting art therapists. Century Management Financial Advisors offers investment management, financial planning, retirement-plan advisory, and business succession planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages portfolios based on risk-based strategies and employs fundamental research along with third-party data, overseeing both mutual funds and separately managed accounts.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Lisa S

Series 63, Series 65

Austin, TX

Century Management Financial Advisors

Lisa Stroud is a financial advisor at Century Management Financial Advisors with 22 years of industry experience. She has held roles at Van Den Berg Management I, Inc., operating as Century Management, since 2002. She holds Series 63 and Series 65 designations. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers tailored investment strategies across defined risk profiles using mutual funds, ETFs, stocks, and bonds.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Aaron B

CFA®, Series 63, Series 65

Austin, TX

Century Management Financial Advisors

Aaron Buckholtz is a CFA® charterholder with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1990. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages separate accounts and a mutual fund family, using tailored investment approaches across defined risk profiles and a combination of mutual funds, ETFs, stocks, and bonds.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")