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Centennial Securities Company Inc

Grand Rapids, MISEC-registered investment adviserCRD 7763

Filed as CENTENNIAL SECURITIES COMPANY INC

Centennial Securities Company Inc is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

11 years
registered since 2015
$1,335,217,612
assets under management
3 arrangements
Percentage of assets, Hourly and more
1
disclosure items (Item 11)

Quick answers

From the filing

How is Centennial Securities Company Inc compensated?

On its Form ADV (Item 5.E, October 2026), Centennial Securities Company Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

How much does Centennial Securities Company Inc charge?

Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $100 to $300 an hour (financial planning and consulting for professional staff). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Centennial Securities Company Inc located?

Centennial Securities Company Inc's principal office is in Grand Rapids, MI, according to its Form ADV; the May 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

Is Centennial Securities Company Inc registered with the SEC or a state?

Centennial Securities Company Inc is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 7763.

How much does Centennial Securities Company Inc manage?

Centennial Securities Company Inc reports $1,335,217,612 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (67% discretionary).

How have Centennial Securities Company Inc's assets and staff changed since 2021?

In the Form ADV data for Centennial Securities Company Inc: Regulatory assets under management: $893,858,070 in the October 2021 data and $1,335,217,612 in the October 2026 data, up 49%. Total employees: 40 in October 2021 and 45 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Centennial Securities Company Inc serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,054); high net worth individuals (414); corporations or other businesses not listed above (22).

Does Centennial Securities Company Inc report any disciplinary disclosures?

Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/7763

What changed in Centennial Securities Company Inc's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $1,152,401,650 to $1,335,217,612 (+16%). Changed its office addresses in Grand Rapids, MI. Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Hourly rate: $100 to $300 an hour (financial planning and consulting for professional staff)

The brochure's wording
Generally, our hourly fees range from $100–$300 for our professional staff and $50–$100 for our administrative staff.

As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$1,335,217,612

$1,335,217,612 as of October 2026, filing dated April 30, 2026.

Discretionary: $900,259,980.Non-discretionary: $434,957,632.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 2,054 Assets $702,203,214 (53%)
High net worth individuals
Clients 414 Assets $566,320,671 (42%)
Banking or thrift institutions
Clients Fewer than 5 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 12 Assets $7,107,615 (1%)
Charitable organizations
Clients 18 Assets $17,566,829 (1%)
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets $0 (0%)
Other investment advisers
Clients Fewer than 5 Assets $0 (0%)
Insurance companies
Clients Fewer than 5 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 22 Assets $42,019,283 (3%)
Other
Clients Fewer than 5 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2015 (11 years)
Employees
Total: 45. Performing investment advisory functions: 30.
Wrap fee program participation
Yes.
Other offices (Schedule D, Section 1.F)
4 other offices, as of the May 2026 filing
Chicago, ILGrand Rapids, MIJenison, MISt Joseph, MI
States registered or notice-filed
18 states or jurisdictions
AZCACOFLGAILINKSMIMONCOHPASCTNTXWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$894M 2021 $1.05B 2022 $945M 2023 $1.07B 2024 $1.15B 2025 $1.34B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,335,217,61245April 30, 2026
October 2025$1,152,401,65040March 31, 2025
October 2024$1,071,810,37340March 28, 2024
October 2023$944,792,87540March 30, 2023
October 2022$1,047,734,99440May 26, 2022
October 2021$893,858,07040March 31, 2021

Regulatory assets under management: $893,858,070 in the October 2021 data and $1,335,217,612 in the October 2026 data, up 49%.

Total employees: 40 in October 2021 and 45 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $1,152,401,650 to $1,335,217,612 (+16%).
    • Changed its office addresses in Grand Rapids, MI.
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
centennialsec.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Centennial Securities Company Inc (CRD 7763): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/centennial-securities-company-inc-grand-rapids-mi-7763