Centerline Wealth Advisors, LLC

RIASEC Registered
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
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, owner-managed RIA that registered with the SEC in 2012. The firm acts as a capital allocator for both individuals/families and institutional clients and combines portfolio management with financial planning and insurance brokerage. Its advisory services span discretionary portfolio management for individuals, small businesses, pooled vehicles and institutions, along with pension consulting and selection-of-other-advisers work. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Centerline 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

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
  • Matthew Hunt

    Matthew Hunt

    Director of Operations & Chief Compliance OfficerCRD 4586784

  • Andrew Arnold

    Andrew Arnold

    CEO & Senior Wealth AdvisorCRD 2424616

Contacts

2 of 2
  • Jack Wilson

    Jack Wilson

    Financial Planning AssociateCRD 7373001

  • Jeffrey Wood

    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 62

Active vs passive

$355M in ETFs

Passive

32%

$112M

Active

57%

$243M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF)BlackRockActiveLarge Blend$29.7M428,8058.37%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth