Centric Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cypress, TX. Its latest Form ADV filing, dated April 2, 2026, reports $211M in regulatory assets under management, 11 employees, 1 office, and 966 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.6% of total clients.
Top client categories% of clientsClients
1
Individuals
94.6%
892
2
Pension Plans
3.2%
30
3
HNWI
2.2%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$211Mas of April 2, 2026
Discretionary77.2%
$163M
77% of total RAUM77.2%
Non-discretionary22.8%
$48M
23% of total RAUM22.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$211M
Total Accounts966
10Y AUM Change+$71M (+50.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee86:1
10Y Employee Change-3 (-21.4%)
* 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.