CENTER FOR ASSET MANAGEMENT, LLC

Overview

Center For Asset Management, LLC is an independent registered investment adviser that began SEC registration in 2019 and is owned by an individual. The firm’s client base is focused on individuals and families, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars. Fee arrangements are a mix of percentage-of-AUM and hourly charges, and the firm operates without a stated ESG focus or multi-state adviser registration. Investment activity is centered on public funds and mutual funds as the primary building blocks of client portfolios, supplemented by a measured allocation to alternative strategies. The firm works with a limited set of institutional relationships—affiliations include a law firm and an insurance company—and markets itself as a hands-on adviser for private clients rather than a capital allocator to third-party managers. Center For Asset Management, LLC was recognized in FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices