← Directory
CENTENNIAL ADVISORS, LLC
CRD 290778File 801-122886
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$237.3M
Below cohort median (national)
Discretionary AUM
$237.3M
Clients
468
1,188 accounts
Employees
22
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 16, 2021
- Principal office
- 10815 RANCH ROAD 2222, BLDG 3C SUITE 200, AUSTIN, TX, 78730
- Phone
- (512) 265-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $237.3M
- Discretionary AUM
- $237.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,188
- Non-discretionary accounts
- 0
- Total accounts
- 1,188
- AUM per client
- $507K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $1.1M |
| High net worth individuals | 47 | $90.8M |
| Pension and profit sharing plans | 10 | $4.8M |
| Individuals (other than high net worth individuals) | 409 | $140.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 22 | increased by6 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 410 | 468 | increased by58 |
| Apr 1, 2026 | AUM | $169,816,405 | $237,327,848 | increased by$67,511,443 |
| Apr 1, 2026 | Accounts | 981 | 1,188 | increased by207 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 16 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 265 | 410 | increased by145 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $121,004,560 | $169,816,405 | increased by$48,811,845 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,077 | 981 | decreased by96 |
| Apr 1, 2022 | Employees | 11 | 14 | increased by3 |
| Apr 1, 2022 | Clients | 246 | 265 | increased by19 |
| Apr 1, 2022 | AUM | $108,638,373 | $121,004,560 | increased by$12,366,187 |
| Apr 1, 2022 | Accounts | 950 | 1,077 | increased by127 |
| Jan 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CENTENNIAL ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTENNIAL 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.