Data / Investment advisers / Texas / Centennial Advisors, LLC
Centennial Advisors, LLC, Austin, TX: $237 million AUM, SEC registered investment adviser
Centennial Advisors, LLC is an SEC registered investment adviser with its main office in Austin, Texas and reports $237 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 290778
- SEC file number
- 801-122886
- SEC status
- Approved, effective December 16, 2021
- Main office
- 10815 Ranch Road 2222 BLDG 3c Suite 200, Austin, TX 78730
- Phone
- (512) 265-5000
- Website
- iwanttoretirewell.com
- Regulatory AUM
- $237,327,848 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $237,327,848
- Accounts
- 1,188
- Employees
- 22, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $2,975,000
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 409 | $140.8 million |
| High net worth individuals | 47 | $90.8 million |
| Pension and profit sharing plans | 10 | $4.8 million |
| Corporations or other businesses | 2 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $237.3 million | March 30, 2026 |
| December 1, 2025 | $169.8 million | June 26, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Recurring Capital Management Company, LLC | Austin | $250.4 million | 9 | adviserinfo.sec.gov |
| Dean Wealth Partners, LLC | Austin | $249.8 million | Not listed | adviserinfo.sec.gov |
| 994 Group | Austin | $244.7 million | Not listed | adviserinfo.sec.gov |
| Carlin Wealth Management Group, LLC | Austin | $240.9 million | Not listed | adviserinfo.sec.gov |
| Forefront | Austin | $239.8 million | Not listed | adviserinfo.sec.gov |
| Valterra Partners LLC | Austin | $237 million | 5 | adviserinfo.sec.gov |
| Watercolor Financial | Austin | $234.8 million | Not listed | adviserinfo.sec.gov |
| LSCP Advisors, LLC | Austin | $233.1 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Centennial Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.