CENTERPOINT ADVISORY GROUP, LLC

Overview

Centerpoint Advisory Group, LLC is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator — meaning it structures client portfolios using both in-house management and selections of outside managers. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Centerpoint charges clients on a percentage-of-assets basis and also offers fixed-fee engagements. Investment preferences show a tilt toward pooled public funds and mutual funds as core building blocks of client portfolios. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives