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CENTENNIAL ADVISORS, LLC
CRD 290778 · SEC 801-122886
10815 RANCH ROAD 2222, BLDG 3C SUITE 200, AUSTIN, TX, 78730, United States
Phone
(512) 265-5000
Fax
(512) 524-5021
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.3M
Discretionary AUM
$237.3M
Team
22 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 409 | $140.8M |
| High net worth individuals | 47 | $90.8M |
| Pension/profit sharing plans | 10 | $4.8M |
| Corporations/business entities | 2 | $1.1M |
States served
AZ, CO, LA, TX, FL
All web addresses on file
- https://www.iwanttoretirewell.com
- https://www.pinterest.com/centennialadvisorsllc/
- https://www.facebook.com/CentennialAdvisors/
- https://www.linkedin.com/in/michaeldreese/
- https://www.instagram.com/centennialadvisors/
- https://www.linkedin.com/company/centennial-advisors/
- https://www.youtube.com/c/CentennialAdvisors
- https://x.com/cenadvisors
Official SEC filing: View on IAPD