# 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.

- CRD: 324181
- Filed as: CENTERPOINT ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324181
- AdvisorCensus page: https://advisorcensus.com/firm/centerpoint-advisory-group-llc-overland-park-ks-324181

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Asset-based fee: up to 1.35% of assets a year (the maximum the brochure states)

> 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)

> There is an account minimum of $400,000, which may be waived by CAG in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $276,346,500
- Discretionary: $276,346,500
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 177 | $50,090,361 |
| High net worth individuals | 97 | $212,359,966 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $13,896,173 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: KS, MO, NE, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- centerpointadvisory.com
- Facebook @centerpointadvisory
- Instagram @centerpointadvisory
- LinkedIn @centerpointadvisory

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $110,300,000 | 4 | April 18, 2023 |
| October 2024 | $186,400,000 | 5 | September 11, 2024 |
| October 2025 | $236,828,000 | 7 | February 19, 2025 |
| October 2026 | $276,346,500 | 7 | March 3, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $236,828,000 to $276,346,500 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Centerpoint Advisory Group, LLC (CRD 324181): Form ADV filing data as of October 2026.