Austin, TX logo

Austin, TX Office

Team
Updated today
Century Management Financial Advisors logo

Century Management Financial Advisors

Team

Firm-wide stats for Century Management Financial Advisors

Total advisors

10

Across 2 offices

Clients per advisor

71 High

Avg AUM per client

$791,206 Low

HNW client ratio

19% Low

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.

Based on Century Management Financial Advisors

Expertise

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

Based on Century Management Financial Advisors

Occupation focus

Founder/Business Owner Executive

Based on Century Management Financial Advisors

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 24 years of industry experience. He has worked at Van Den Berg Management I, Inc., Dba Century Management, since 2002. Century Management Financial Advisors provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and business succession planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers risk-based investment strategies supported by in-house fundamental research and serves as a sub-advisor to unaffiliated advisers, including managing the CM Advisors Family of Funds.

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)