CENTERLINE WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$326M
Discretionary
$325M
100% of AUM
Avg account
$398K
Accounts
819
Employees
8
Advisory reps
4

Firm details

Headquarters
LOUISVILLE, Kentucky
CRD number
164485
Registered since
June 28, 2012
Website
www.centerlinewealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI92.24%
  • Individuals3.76%
  • Corporations / Businesses2.78%
  • Other0.99%
  • Pension & Profit Sharing Plans0.22%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Centerline Wealth Advisors, LLC is an independent SEC-registered RIA formed in 2012 that advises both individual/family and institutional clients. The firm acts as a capital allocator, offering financial planning and portfolio management across client types, including pooled vehicles and business or institutional accounts. Services also include selection of other advisers and pension consulting. Centerline operates as an insurance broker alongside its advisory business and charges clients via percentage-of-AUM arrangements as well as hourly and fixed fees. The firm identifies as an active ESG investor and was named a Top RIA Firms pick by FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Exchange Traded Equities 5%, Cash & Cash Equivalents 1%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2

  • ANDREW ARNOLD

    CEO & Senior Wealth AdvisorCRD 2424616

  • MATTHEW HUNT

    Director of Operations & Chief Compliance OfficerCRD 4586784

Contacts

2 of 2

  • Jack Wilson

    Financial Planning AssociateCRD 7373001

  • JEFFREY WOOD

    Wealth Management StrategistCRD 6581954

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 59

Active vs passive

$310M in ETFs

Passive

29%

$89.8M

Active

57%

$220M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF)BlackRockActiveLarge Blend$24.8M425,7007.99%
Unlock additional holdings →

Location

Primary office

LOUISVILLE, KY

JEFFERSON

Location

LOUISVILLE, KY

Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
South
County
JEFFERSON
Address
10200 Forest Green Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

FAMILY WEALTH PLANNING PARTNERS

RIA

LOUISVILLE, KY

AUM $317MTEAM 8REPS 5

MAGNATE ADVISORY SERVICES, LLC

RIA

LOUISVILLE, KY

AUM $314MTEAM 7REPS 7

RICKETTS FINANCIAL, LLC

RIA

LOUISVILLE, KY

AUM $314MTEAM 3REPS 2

J. HAGAN CAPITAL, INC.

RIA

LOUISVILLE, KY

AUM $342MTEAM 12REPS 7

ACCESS WEALTH MANAGEMENT, LLC

RIA

LOUISVILLE, KY

AUM $358MTEAM 5REPS 6

PILLAR FINANCIAL ADVISORS, LLC

RIA

LOUISVILLE, KY

AUM $358MTEAM 6REPS 4
More RIAs in LOUISVILLE →All Kentucky RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth