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CENTENNIAL SECURITIES COMPANY INC
CRD 7763File 801-106623
APPROVED
Retail clients
Disclosure events
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.34B
Above cohort median (national)
Discretionary AUM
$900.3M
Non-discretionary $435.0M
Clients
2,520
3,962 accounts
Employees
45
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 17, 2015
- Principal office
- 3075 CHARLEVOIX DR SE, GRAND RAPIDS, MI, 49546
- Phone
- 616-942-7680
- Website
- HTTP://WWW.CENTENNIALSEC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.34B
- Discretionary AUM
- $900.3M
- Non-discretionary AUM
- $435.0M
- Discretionary accounts
- 2,769
- Non-discretionary accounts
- 1,193
- Total accounts
- 3,962
- AUM per client
- $530K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $42.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 18 | $17.6M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 414 | $566.3M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 12 | $7.1M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 2,054 | $702.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 40 | 45 | increased by5 |
| Apr 1, 2026 | Clients | 2,691 | 2,520 | decreased by171 |
| Apr 1, 2026 | AUM | $1,152,401,650 | $1,335,217,612 | increased by$182,815,962 |
| Apr 1, 2026 | Accounts | 2,654 | 3,962 | increased by1,308 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,014 | 2,691 | increased by677 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,047,734,994 | $1,152,401,650 | increased by$104,666,656 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,028 | 2,654 | decreased by374 |
| Apr 1, 2022 | Clients | 1,975 | 2,014 | increased by39 |
| Apr 1, 2022 | AUM | $893,858,070 | $1,047,734,994 | increased by$153,876,924 |
| Apr 1, 2022 | Accounts | 2,873 | 3,028 | increased by155 |
| Apr 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 “CENTENNIAL SECURITIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTENNIAL SECURITIES” 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.