A complete list of active advisors currently associated with Century Trace Investment Advisors LLC

Warmer can help you find a great advisor at Century Trace Investment Advisors LLC or one who fits your needs even better.

Century Trace Investment Advisors LLC is a registered investment adviser that provides personalized investment advisory and portfolio management services to individuals and small business entities, and indicates it may also advise on related matters such as college funding, retirement, tax, estate planning, 1031 exchanges and Opportunity Zones. The firm’s materials state it builds investment plans for clients and offers both custom portfolios and predefined model strategies. The firm describes a long-term, buy-and-hold investment approach grounded in modern portfolio theory, with diversification across asset classes including U.S. and emerging market equities, bonds, ETFs, mutual funds and other pooled offerings; it also references use of fundamental and technical analysis and periodic rebalancing. Services are provided on a non‑discretionary basis with client approval of trades, and the firm relies on qualified custodians rather than taking custody of client assets. Noteworthy for an investment manager of its category, the firm offers independent reviews and standalone hourly consulting as a distinct engagement option, and may credit or waive those review fees if a client moves to ongoing management—an arrangement that is relatively uncommon among peers. The firm is small and recently established with no reported assets under management at filing and participates in institutional custody programs (TD Ameritrade/Schwab) that provide certain operational and research benefits.

To learn more about the advisors currently working at Century Trace Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mohit Aggarwal	Plainfield, IL	5

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