CENTRIC ADVISORS, LLC
Adviser information for CENTRIC ADVISORS, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 10 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 895 | $150.5M |
| Non-Discretionary | 22 | $27.5M |
| Total | 917 | $178.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 525 | $126.8M |
| HNW Individuals | 9 | $17.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 22 | $27.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 13 | $6.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-121623 |
|---|---|
| SEC ERA File Number | 801-121623 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282477 |
| Legal Entity Identifier | None |
Principal Office
12549 LOUETTA ROADCYPRESS
TX
United States
Monday - Friday, 8:30AM-4:00PM
Tel: 888-215-5888, Fax: N/A
Chief Compliance Officer
ZACHARY THOMAS MAJORS
CHIEF EXECUTIVE OFFICER
12549 LOUETTA ROAD
CYPRESS
TX
United States
Tel:
888-215-5888
Fax:
N/A
Z******@**********G
(Full email address available in API data)
Regulatory Contact
OSCAR MONDRAGON
CHIEF OPERATIONS OFFICER
12549 LOUETTA ROAD
CYPRESS
TX
United States
Tel:
888-215-5888
Fax:
N/A
O*********@**********G
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MAJORS, ZACHARY, THOMAS | Individual | – | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | 11/2015 | > 75% |
| MONDRAGON, OSCAR, RAUL | Individual | – | CHIEF OPERATIONS OFFICER | 11/2015 | 25-50% |