City Center Advisors, LLC logo

City Center Advisors, LLC

Updated today

Client AUM

$187,067,848

Clients

438

Advisors

7

across 4 offices

About

The firm provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals — including high-net-worth clients — and to businesses and qualified retirement plans. It also offers a unified managed account program that can incorporate model portfolios, third‑party managers, and sub‑advisors as part of ongoing portfolio oversight.

Investment decisions are guided by Modern Portfolio Theory and typically implemented on a discretionary basis, with the firm retaining authority to hire and replace sub‑advisors or overlay managers. Portfolios may include active strategies such as options and other derivative instruments in separately managed accounts, and the firm discloses the additional risks and monitoring associated with those instruments.

Compared with many peers, the firm regularly holds public educational seminars and workshops at no charge and provides ERISA 3(38) fiduciary services for retirement plans, which expands its workplace‑plan offerings. The owners and several principals also operate an affiliated insurance agency and devote substantial time to insurance activities; the brochure discloses those relationships and the firm’s procedures to address the resulting conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies

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Fee options

Fixed

Financial planning fees billed 50% in advance with balance due upon delivery; fee may be waived if plan is implemented through the firm

Percentage

up to 2% annually, negotiable based on criteria

Project-based

$500 per hour for limited scope planning services

Other

Account minimum: $25,000

Main office

See office

140 West Maple Road

Troy MI 48084

Advisors at this office

2

Most active in

California · Colorado · Florida · Illinois · Indiana · Louisiana · Maryland · Michigan · Nebraska · Nevada · New Hampshire · New Jersey · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Also doing business as

Aspen Creek Wealth Management · Aspen Creek Wealth Management, Inc. · City Center Advisors, LLC · Keystone Financial Partners, Inc.

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Taylor C

Series 66

Troy, MI

City Center Advisors, LLC

Taylor Cox III is a financial advisor at City Center Advisors, LLC in Troy, Michigan, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at Morgan Stanley and Benzinga. Outside of his advisory work, he also works as a delivery driver for Doordash. City Center Advisors, LLC provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as businesses and qualified retirement plans. The firm employs a Modern Portfolio Theory-based approach and offers a unified managed account program that incorporates model portfolios, third-party managers, and sub-advisors.

Options & derivatives strategies
user avatar

David H

Series 65

Dubois, PA

City Center Advisors, LLC

David Hardin is a financial advisor at City Center Advisors, LLC with six years of industry experience. He holds a Series 65 designation and is also a member of Einsteinian AI LLC, a non-investment-related business. Hardin has been involved with City Center Advisors and affiliated entities since 2016. City Center Advisors provides discretionary investment management, financial planning, and retirement plan services to individuals, businesses, and qualified retirement plans. The firm utilizes Modern Portfolio Theory and offers a unified managed account program that incorporates model portfolios, third-party managers, and sub-advisors.

Options & derivatives strategies
user avatar

Justin P

Series 66

Troy, MI

City Center Advisors, LLC

Justin Pontz is a financial advisor with City Center Advisors, LLC in Troy, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hantz Financial Services, Inc. and Southwest Foodservice Excellence, LLC, as well as a lengthy career at WDIV. Pontz is also active as an insurance agent with City Center Financial, LLC. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as businesses and qualified retirement plans. The firm follows Modern Portfolio Theory in its investment approach and offers a unified managed account program that incorporates model portfolios and third-party managers.

Options & derivatives strategies
user avatar

Samuel A

Series 65

Colorado Springs, CO

City Center Advisors, LLC

Samuel Addington is a financial advisor at City Center Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously served six years in the U.S. Army. Outside of advising, he is also active in insurance sales through City Center Financial, LLC. City Center Advisors provides discretionary investment management, financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as businesses and qualified retirement plans. The firm utilizes Modern Portfolio Theory, incorporates active strategies in portfolios, and offers fiduciary retirement plan services alongside educational seminars and workshops.

Options & derivatives strategies
user avatar

David H

Series 65

Troy, MI

City Center Advisors, LLC

David Hardin II is a Series 65-registered advisor with City Center Advisors, LLC, where he has worked since 2018. He has 10 years of industry experience, including prior roles at CoreCap Advisors, Inc. and City Center Financial LLC. Outside of his advisory work, he is a member of Einsteinian AI LLC, a non-investment-related venture. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals—including high-net-worth clients—as well as businesses and qualified retirement plans. The firm uses Modern Portfolio Theory in its investment approach and offers a unified managed account program that includes model portfolios and third-party managers.

Options & derivatives strategies
user avatar

Christopher B

Series 66

Troy, MI

City Center Advisors, LLC

Christopher Brent is a financial advisor at City Center Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of finance, he has taught private piano lessons since 1997. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals—including high-net-worth clients—and businesses. The firm follows Modern Portfolio Theory and offers a unified managed account program that incorporates third-party managers and sub-advisors.

Options & derivatives strategies
user avatar

Frank E

Series 66

Colorado Springs, CO

City Center Advisors, LLC

Frank Endris is a financial advisor at City Center Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has been with City Center Advisors (formerly Keystone Financial Partners, Inc.) since 2015. He also operates as a sole proprietor providing insurance services and sales, dedicating about half of his time to this activity. City Center Advisors serves individuals, including high-net-worth clients, as well as businesses and qualified retirement plans, offering discretionary investment management, limited-scope financial planning, and retirement plan services. The firm employs a Modern Portfolio Theory-based investment approach and provides a unified managed account program that integrates model portfolios, third-party managers, and sub-advisors.

Options & derivatives strategies
View complete list of advisors at this firm
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