AdvisorCensus / Financial advisors / Michigan / Grand Rapids / 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.
Quick answers
From the filingHow 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 2AThe 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 as of October 2026, filing dated April 30, 2026.
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.DA 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
- States registered or notice-filed
-
18 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 111 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,335,217,612 | 45 | April 30, 2026 |
| October 2025 | $1,152,401,650 | 40 | March 31, 2025 |
| October 2024 | $1,071,810,373 | 40 | March 28, 2024 |
| October 2023 | $944,792,875 | 40 | March 30, 2023 |
| October 2022 | $1,047,734,994 | 40 | May 26, 2022 |
| October 2021 | $893,858,070 | 40 | March 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- 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.ISource: 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