SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Centennial Advisors, LLC
Austin, TX
CRD 290778
Firm filing updated March 30, 2026 ·
- $237.3MAssets
- 468Clients
- 9Advisory staff
- 1,188Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals409
- High net worth individuals47
- Pension and profit sharing plans10
- Corporations or other businesses2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 409 | $140.8 million |
| High net worth individuals | 47 | $90.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $4.8 million |
| Corporations or other businesses not listed above | 2 | $1.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$237.3 million
- Accounts1,188
- DiscretionaryAll accounts
People
- Employees22
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents9
- Planning clients251 to 500
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 290778, SEC file 801-122886.
- Registered with the SEC as an investment advisor (status date on record: December 16, 2021).
Is Centennial Advisors, LLC a fiduciary?
Short answer: Centennial Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
9 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.