Centerline Wealth Advisors, LLC
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
FINTRXOverview
Centerline Wealth Advisors, LLC is an independent, owner-managed registered investment adviser that has been operating since 2012. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management across individual, pooled and institutional mandates, pension consulting and manager selection. Centerline also operates as an insurance broker and describes itself as a capital allocator, sourcing third‑party managers and alternative strategies alongside traditional portfolios. Fee arrangements include asset‑based fees, hourly work and fixed‑fee engagements. The firm identifies as an active ESG investor and received recognition from FA Magazine in 2020 as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$359M in ETFs
30%
$107M
58%
$252M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF) | BlackRock | Active | Large Blend | $28.7M | 421,743 | 7.99% |
Location
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
RIALouisville, KY
Magnate Advisory Services, LLC
RIALouisville, KY
Ricketts Financial, LLC
RIALouisville, KY
J. Hagan Capital, Inc.
RIALouisville, KY
Access Wealth Management, LLC
RIALouisville, KY
Pillar Financial Advisors, LLC
RIALouisville, KY