AdvisorCensus / Financial advisors / Missouri / Kansas City / Centerpoint Advisory Group, LLC
Centerpoint Advisory Group, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.
Quick answers
From the filingHow is Centerpoint Advisory Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Centerpoint Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Centerpoint Advisory Group, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 3, 2026 states: Asset-based fee: up to 1.35% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Centerpoint Advisory Group, LLC located?
Centerpoint Advisory Group, LLC's principal office is in Overland Park, KS, according to its Form ADV.
Is Centerpoint Advisory Group, LLC registered with the SEC or a state?
Centerpoint Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 324181.
How much does Centerpoint Advisory Group, LLC manage?
Centerpoint Advisory Group, LLC reports $276,346,500 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).
How have Centerpoint Advisory Group, LLC's assets and staff changed since 2023?
In the Form ADV data for Centerpoint Advisory Group, LLC: Regulatory assets under management: $110,300,000 in the October 2023 data and $276,346,500 in the October 2026 data, up 151%. Total employees: 4 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Centerpoint Advisory Group, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (177); high net worth individuals (97); pension and profit sharing plans (but not the plan participants or government pension plans) (2).
Which custodians does Centerpoint Advisory Group, LLC use?
Centerpoint Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Centerpoint Advisory Group, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324181
Does Centerpoint Advisory Group, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 3, 2026 says: "There is an account minimum of $400,000, which may be waived by CAG in its discretion."
What changed in Centerpoint Advisory Group, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $236,828,000 to $276,346,500 (+17%).
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
- 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 2AAsset-based fee: up to 1.35% of assets a year (the maximum the brochure states)
The brochure's wording
Portfolio Management Fees for services do not exceed 1.35% per year based on the assets under management.
The rate for pension consulting services is between $0 and $100,000 or between 0 and 1% annually of the plan assets for which CAG is providing such consulting services.
Account minimum: $400,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is an account minimum of $400,000, which may be waived by CAG in its discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 3, 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$276,346,500 as of October 2026, filing dated March 3, 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (3 years)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on 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 | $276,346,500 | 7 | March 3, 2026 |
| October 2025 | $236,828,000 | 7 | February 19, 2025 |
| October 2024 | $186,400,000 | 5 | September 11, 2024 |
| October 2023 | $110,300,000 | 4 | April 18, 2023 |
Regulatory assets under management: $110,300,000 in the October 2023 data and $276,346,500 in the October 2026 data, up 151%.
Total employees: 4 in October 2023 and 7 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 $236,828,000 to $276,346,500 (+17%).
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. Centerpoint Advisory Group, LLC (CRD 324181): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/centerpoint-advisory-group-llc-overland-park-ks-324181