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Centric Advisors, LLC

● SEC registered since 2021CRD 282477SEC# 801-121623Cypress, TX
Export (members)
Reg. AUM
$226.9M
Employees
13
Accounts
1,162
Location
Cypress, TX

Centric Advisors, LLC assets under management

Centric Advisors, LLC is an investment advisory firm registered with the SEC based in Cypress, TX. The firm has been registered since 2021. It reports $226.9 million in regulatory assets under management and employs 13 people.
www.linkedin.com/company/centricwealthView on SEC.gov ↗

Centric Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Oscar Raul Mondragon ControlChief Operations Officer25-50%2015
Zachary Thomas Majors ControlChief Executive Officer & Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Centric Advisors, LLC manage?

Centric Advisors, LLC reports $226.9 million in regulatory assets under management on its Form ADV.

How many employees does Centric Advisors, LLC have?

Centric Advisors, LLC reports 13 employees.

Where is Centric Advisors, LLC located?

Centric Advisors, LLC is based in Cypress, TX and has been SEC-registered since 2021.

Does Centric Advisors, LLC disclose fund performance?

Centric Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12549 Louetta Road, Cypress, TX 77429
Phone888-215-5888
FaxN/A
Office hours8:30a.m.-4:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$179.3M
Non-discretionary$47.6M
Total (RAUM)$226.9M