# Centric Advisors, LLC

> Centric Advisors, LLC is an SEC-registered investment advisory firm in Cypress, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 282477
- Filed as: CENTRIC ADVISORS, LLC
- Also doing business as: CENTRIC, CENTRIC PARTNERS, CENTRIC RETIREMENT, CENTRIC WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cypress, TX
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282477
- AdvisorCensus page: https://advisorcensus.com/firm/centric-advisors-llc-cypress-tx-282477

## Quick answers

**How is Centric Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Centric Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Centric Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated April 2, 2026 states: Asset-based fee: 0.25% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Centric Advisors, LLC located?**
Centric Advisors, LLC's principal office is in Cypress, TX, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Centric Advisors, LLC registered with the SEC or a state?**
Centric Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282477.

**How much does Centric Advisors, LLC manage?**
Centric Advisors, LLC reports $211,348,878 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (77% discretionary).

**How have Centric Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Centric Advisors, LLC: Regulatory assets under management: $140,614,155 in the October 2021 data and $211,348,878 in the October 2026 data, up 50%. Total employees: 13 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Centric Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (892); pension and profit sharing plans (but not the plan participants or government pension plans) (30); high net worth individuals (21).

**Which custodians does Centric Advisors, LLC use?**
Centric Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Centric Advisors, 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/282477

**Does Centric Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 2, 2026 says: "There is no account minimum."

**What changed in Centric Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 8 to 7.

## From the Form ADV filing

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

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

- Asset-based fee: 0.25% to 2.5% a year (a range, as the brochure states it)

> Centric will manage assets for a negotiated advisory fee between 0.25% - 2.50% for investment advisory services.

- Account minimum: None

> There is no account minimum.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services 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: $211,348,878
- Discretionary: $163,101,522
- Non-discretionary: $48,247,356

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 892 | $129,039,062 |
| High net worth individuals | 21 | $43,928,728 |
| 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) | 30 | $38,381,088 |
| 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 | Not reported | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ME, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Cupertino, CA

### Websites listed on Form ADV (Item 1.I)
- centric.org
- vimeo.com/centricadvisor
- Facebook @centricRIA
- Instagram @centric.wealth
- LinkedIn @centricwealth
- X @centricwealth_

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,614,155 | 13 | July 20, 2021 |
| October 2022 | $169,325,880 | 11 | September 26, 2022 |
| October 2023 | $150,624,731 | 20 | August 14, 2023 |
| October 2024 | $177,976,653 | 13 | May 4, 2024 |
| October 2025 | $226,897,006 | 13 | March 7, 2025 |
| October 2026 | $211,348,878 | 11 | April 2, 2026 |

Regulatory assets under management: $140,614,155 in the October 2021 data and $211,348,878 in the October 2026 data, up 50%.
Total employees: 13 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 8 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Centric Advisors, LLC (CRD 282477): Form ADV filing data as of October 2026.