{
  "crd_number": 324181,
  "slug": "centerpoint-advisory-group-llc-overland-park-ks-324181",
  "primary_business_name": "CENTERPOINT ADVISORY GROUP, LLC",
  "legal_name": "CENTERPOINT ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-12-21",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 276346500.0,
  "raum_discretionary": 276346500.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 50090361.0,
      "count": 177
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 13896173.0,
      "count": 2,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 212359966.0,
      "count": 97
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KS",
    "MO",
    "NE",
    "OK",
    "TX"
  ],
  "websites": [
    "https://centerpointadvisory.com",
    "https://facebook.com/centerpointadvisory",
    "https://instagram.com/centerpointadvisory",
    "https://linkedin.com/company/centerpointadvisory"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324181",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/centerpoint-advisory-group-llc-overland-park-ks-324181",
  "display_name": "Centerpoint Advisory Group, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Centerpoint Advisory Group, LLC (CRD 324181): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Centerpoint Advisory Group, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Centerpoint Advisory Group, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Centerpoint Advisory Group, LLC located?",
      "a": "Centerpoint Advisory Group, LLC's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Centerpoint Advisory Group, LLC registered with the SEC or a state?",
      "a": "Centerpoint Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 324181."
    },
    {
      "q": "How much does Centerpoint Advisory Group, LLC manage?",
      "a": "Centerpoint Advisory Group, LLC reports $276,346,500 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Centerpoint Advisory Group, LLC's assets and staff changed since 2023?",
      "a": "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."
    },
    {
      "q": "What types of clients does Centerpoint Advisory Group, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Centerpoint Advisory Group, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Centerpoint Advisory Group, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Centerpoint Advisory Group, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Centerpoint Advisory Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $236,828,000 to $276,346,500 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 110300000.0,
      "total_employees": 4,
      "filing_date": "2023-04-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 186400000.0,
      "total_employees": 5,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 236828000.0,
      "total_employees": 7,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 276346500.0,
      "total_employees": 7,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $236,828,000 to $276,346,500 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.35% of assets a year",
    "account_minimum": "$400,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.35% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $400,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is an account minimum of $400,000, which may be waived by CAG in its discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.35,
      "account_minimum": 400000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "There is an account minimum of $400,000, which may be waived by CAG in its discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/centerpoint-advisory-group-llc-overland-park-ks-324181.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 177,
      "fewer_than_5": false,
      "raum": 50090361.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 97,
      "fewer_than_5": false,
      "raum": 212359966.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "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": 2,
      "fewer_than_5": true,
      "raum": 13896173.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/324181",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}