CENTENNIAL ADVISORS, LLC
Adviser information for CENTENNIAL ADVISORS, LLC last updated from Form ADV on March 29th, 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 | 16 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 789 | $118.9M |
| Non-Discretionary | 0 | $0 |
| Total | 789 | $118.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 317 | $80.3M |
| HNW Individuals | 28 | $38.6M |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesMONTHLY SUBSCRIPTION BASED FEES |
Identifiers
| SEC RIA File Number | 801-122886 |
|---|---|
| SEC ERA File Number | 801-122886 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290778 |
| Legal Entity Identifier | None |
Principal Office
10815 RANCH ROAD 2222BLDG 3C SUITE 200
AUSTIN
TX
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: (512) 265-5000, Fax: (512) 524-5021
Chief Compliance Officer
KRISTIN PRIEUR
CHIEF COMPLIANCE OFFICER
36 W. PIKE STREET
COVINGTON
KY
United States
Tel:
(810) 775-1901
K******@*******M
(Full email address available in API data)
Regulatory Contact
MICHAEL D REESE
10815 RANCH ROAD 2222
BLDG 3C SUITE 200
AUSTIN
TX
United States
Tel:
5122655000
Fax:
512-524-0021
M***@**************M
(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 |
|---|---|---|---|---|---|
| REESE, MICHAEL, DUANE | Individual | – | FOUNDER, CEO | 08/2017 | < 5% |
| THE MKR GROUP, LLC | Domestic Entity | – | OWNER | 01/2018 | > 75% |
| REESE, MICHAEL, DUANE | Individual | THE MKR GROUP, LLC | OWNER | 01/2018 | > 75% |
| PRIEUR, KRISTIN, LYNNE | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |