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CENTERPOINT ADVISORY GROUP, LLC
CRD 324181 · SEC 801-127085
7450 WEST 130TH STREET, SUITE 410, OVERLAND PARK, KS, 66213, United States
Phone
913-685-3001
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$276.3M
Discretionary AUM
$276.3M
Team
7 total employees; 5 advisory reps; 14 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $50.1M |
| High net worth individuals | 97 | $212.4M |
| Pension/profit sharing plans | 2 | $13.9M |
States served
KS, NE, OK, MO, TX
All web addresses on file
Official SEC filing: View on IAPD