Firm profile

CENTURY MANAGEMENT FINANCIAL ADVISORS

AUSTIN, TXCRD 112308Latest ADV March 20, 2026

Century Management Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 20, 2026, reports $680M in regulatory assets under management, 16 employees, 1 office, and 737 accounts.

Assets Under Management
$680M
Employees
16
Offices
1 office
Total Clients
737
Primary office
AUSTIN, TX
805 LAS CIMAS PARKWAY, SUITE 305, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CCOLisa A. Stroud
CFOJames D. Brilliant
COOScott S. Van Den Berg

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.2% of total clients.
Top client categories% of clientsClients
1
Individuals
78.2%
576
2
HNWI
17.8%
131
3
Corporations
1.6%
12
4
Pension Plans
1.4%
10
5
Charitable
0.9%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$680Mas of March 20, 2026
Discretionary100.0%
$680M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$680M
Total Accounts737
10Y AUM Change$-737M (-52.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee46:1
10Y Employee Change-12 (-42.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.