CENTRIC ADVISORS, LLC

CRD 282477File 801-121623

APPROVED

Retail clients

Disclosure events

Filing as of Apr 2, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$211.3M

Below cohort median (national)

Discretionary AUM

$163.1M

Non-discretionary $48.2M

Clients

943

966 accounts

Employees

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
Website: https://centric.org/

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, 5G

Compensation

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

Filed changes

Date	Field	From	To	Change
May 1, 2026	Employees	13	11	decreased by2
May 1, 2026	Clients	1,162	943	decreased by219
May 1, 2026	AUM	$226,897,006	$211,348,878	decreased by$15,548,128
May 1, 2026	Accounts	1,162	966	decreased by196
May 1, 2025 vs Oct 1, 2022	Employees	11	13	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	518	1,162	increased by644
May 1, 2025 vs Oct 1, 2022	AUM	$169,325,880	$226,897,006	increased by$57,571,126
May 1, 2025 vs Oct 1, 2022	Accounts	905	1,162	increased by257
Apr 1, 2022	Employees	13	11	decreased by2
Apr 1, 2022	Clients	514	518	increased by4
Apr 1, 2022	AUM	$140,614,155	$169,325,880	increased by$28,711,725
Apr 1, 2022	Accounts	803	905	increased by102
Aug 1, 2021	Employees	14	13	decreased by1
Jul 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CENTRIC ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTRIC ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

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.