# City Center Advisors, LLC

> City Center Advisors, LLC is an SEC-registered investment advisory firm in Troy, MI, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 203513
- Filed as: CITY CENTER ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/203513
- AdvisorCensus page: https://advisorcensus.com/firm/city-center-advisors-llc-troy-mi-203513

## Quick answers

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

**Where is City Center Advisors, LLC located?**
City Center Advisors, LLC's principal office is in Troy, MI, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is City Center Advisors, LLC registered with the SEC or a state?**
City Center Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 203513.

**How much does City Center Advisors, LLC manage?**
City Center Advisors, LLC reports $187,067,948 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**How have City Center Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for City Center Advisors, LLC: Regulatory assets under management: $118,236,819 in the October 2022 data and $187,067,948 in the October 2026 data, up 58%. Total employees: 9 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does City Center Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (379); high net worth individuals (59); corporations or other businesses not listed above (1).

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

**Does City Center 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/203513

**Does City Center Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 19, 2026 says: "City Center Advisors generally requires a minimum of $25,000 to open an account, but reserves the right to waive this at their sole discretion."

**What changed in City Center Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $160,230,555 to $187,067,948 (+17%). Registered or notice-filed in OK.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated January 19, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> City Center Advisors generally requires a minimum of $25,000 to open an account, but reserves the right to waive this at their sole discretion.

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.

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: $187,067,948
- Discretionary: $187,067,948
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 379 | $116,423,975 |
| High net worth individuals | 59 | $70,643,873 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $100 |
| Other | 0 | Not reported |

### 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)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, IN, LA, MI, NC, NE, NH, NJ, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Colorado Springs, CO

### Websites listed on Form ADV (Item 1.I)
- citycenterfinancial.com
- Facebook @citycenterfinancial
- LinkedIn @city-center-financial-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $118,236,819 | 9 | September 2, 2022 |
| October 2023 | $112,949,720 | 6 | September 7, 2023 |
| October 2024 | $127,925,480 | 7 | July 9, 2024 |
| October 2025 | $132,436,083 | 6 | July 2, 2025 |
| October 2026 | $187,067,948 | 7 | September 23, 2026 |

Regulatory assets under management: $118,236,819 in the October 2022 data and $187,067,948 in the October 2026 data, up 58%.
Total employees: 9 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $160,230,555 to $187,067,948 (+17%).
- Registered or notice-filed in OK.

### February 2026
- Regulatory assets under management went from $132,436,083 to $160,230,555 (+21%).

### January 2026
- Registered or notice-filed in NH.

### December 2025
- Employees performing advisory functions went from 6 to 7.
- Registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. City Center Advisors, LLC (CRD 203513): Form ADV filing data as of October 2026.
