{ "crd_number": 328164, "slug": "century-business-and-financial-services-longboat-key-fl-328164", "primary_business_name": "CENTURY BUSINESS & FINANCIAL SERVICES", "legal_name": "CENTURY FINANCIAL SERVICES LLC", "dbas": [], "city": "Longboat Key", "state": "FL", "country": "United States", "cbsa_code": "35840", "metro": { "cbsa_code": "35840", "common_name": "North Port", "msa_name": "North Port-Bradenton-Sarasota, FL", "path": "/advisors/fl/north-port" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2023-11-14", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-03-19", "carried_forward": false, "raum_total": 14157670.0, "raum_discretionary": 14157670.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 5649502.0, "count": 56 }, "high_net_worth_individuals": { "raum": 8508166.0, "count": 7 }, "corporations_other_businesses": { "raum": 2.0, "count": 1 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "FL", "NJ", "NY", "PA" ], "websites": [ "https://centurybfs.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328164", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "LONGBOAT KEY", "url": "https://advisorcensus.com/firm/century-business-and-financial-services-longboat-key-fl-328164", "display_name": "Century Business & Financial Services", "summary": "Century Business & Financial Services is a state-registered investment advisory firm in Longboat Key, FL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.", "citation": "AdvisorCensus. Century Business & Financial Services (CRD 328164): Form ADV filing data as of October 2026.", "registration_type_label": "State-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" ], "quick_answers": [ { "q": "How is Century Business & Financial Services compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Century Business & Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Century Business & Financial Services located?", "a": "Century Business & Financial Services' principal office is in Longboat Key, FL, according to its Form ADV." }, { "q": "Is Century Business & Financial Services registered with the SEC or a state?", "a": "Century Business & Financial Services is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328164." }, { "q": "How much does Century Business & Financial Services manage?", "a": "Century Business & Financial Services reports $14,157,670 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)." }, { "q": "What types of clients does Century Business & Financial Services serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (7); corporations or other businesses not listed above (1)." }, { "q": "Does Century Business & Financial Services report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328164" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/century-business-and-financial-services-longboat-key-fl-328164.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 56, "fewer_than_5": false, "raum": 5649502.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 7, "fewer_than_5": false, "raum": 8508166.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": false, "raum": 2.0 } ], "disclosure_line": "Reports 2 disclosure items 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/328164", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }