← Directory
CENTRIC ADVISORS, LLC
CRD 282477File 801-121623
APPROVED
Retail clients
Disclosure events
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$211.3M
Below cohort median (national)
Discretionary AUM
$163.1M
Non-discretionary $48.2M
Clients
943
966 accounts
Employees
11
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 28, 2021
- Principal office
- 12549 LOUETTA ROAD, CYPRESS, TX, 77429
- Phone
- 888-215-5888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $211.3M
- Discretionary AUM
- $163.1M
- Non-discretionary AUM
- $48.2M
- Discretionary accounts
- 892
- Non-discretionary accounts
- 74
- Total accounts
- 966
- AUM per client
- $224K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $43.9M |
| Pension and profit sharing plans | 30 | $38.4M |
| Individuals (other than high net worth individuals) | 892 | $129.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.