{
  "crd_number": 7763,
  "slug": "centennial-securities-company-inc-grand-rapids-mi-7763",
  "primary_business_name": "CENTENNIAL SECURITIES COMPANY INC",
  "legal_name": "CENTENNIAL SECURITIES COMPANY INC",
  "dbas": [],
  "city": "Grand Rapids",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-09-17",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 1335217612.0,
  "raum_discretionary": 900259980.0,
  "raum_non_discretionary": 434957632.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 45,
  "advisory_employees": 30,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0,
      "description": "N/A",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 17566829.0,
      "count": 18
    },
    "individuals": {
      "raum": 702203214.0,
      "count": 2054
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 7107615.0,
      "count": 12
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 566320671.0,
      "count": 414
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 42019283.0,
      "count": 22
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "KS",
    "MI",
    "MO",
    "NC",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [
    "https://centennialsec.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/7763",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "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?"
    }
  ],
  "city_as_filed": "GRAND RAPIDS",
  "url": "https://advisorcensus.com/firm/centennial-securities-company-inc-grand-rapids-mi-7763",
  "display_name": "Centennial Securities Company Inc",
  "summary": "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.",
  "citation": "AdvisorCensus. Centennial Securities Company Inc (CRD 7763): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Centennial Securities Company Inc compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Centennial Securities Company Inc charge?",
      "a": "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."
    },
    {
      "q": "Where is Centennial Securities Company Inc located?",
      "a": "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)."
    },
    {
      "q": "Is Centennial Securities Company Inc registered with the SEC or a state?",
      "a": "Centennial Securities Company Inc is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 7763."
    },
    {
      "q": "How much does Centennial Securities Company Inc manage?",
      "a": "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)."
    },
    {
      "q": "How have Centennial Securities Company Inc's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Centennial Securities Company Inc serve?",
      "a": "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)."
    },
    {
      "q": "Does Centennial Securities Company Inc report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Centennial Securities Company Inc's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 893858070.0,
      "total_employees": 40,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1047734994.0,
      "total_employees": 40,
      "filing_date": "2022-05-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 944792875.0,
      "total_employees": 40,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1071810373.0,
      "total_employees": 40,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1152401650.0,
      "total_employees": 40,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1335217612.0,
      "total_employees": 45,
      "filing_date": "2026-04-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $300 an hour (financial planning and consulting for professional staff)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $300 an hour (financial planning and consulting for professional staff)"
        ],
        "quotes": [
          "Generally, our hourly fees range from $100–$300 for our professional staff and $50–$100 for our administrative staff."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning and consulting for professional staff"
        }
      ]
    },
    "quotes": [
      "Generally, our hourly fees range from $100–$300 for our professional staff and $50–$100 for our administrative staff."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/centennial-securities-company-inc-grand-rapids-mi-7763.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2054,
      "fewer_than_5": false,
      "raum": 702203214.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 414,
      "fewer_than_5": false,
      "raum": 566320671.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 7107615.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 18,
      "fewer_than_5": false,
      "raum": 17566829.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 42019283.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/7763",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}