Centerpoint Advisory Group, LLC

Overview

Centerpoint Advisory Group, LLC is an independent, SEC-registered RIA organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator, offering fee arrangements that include percentage-of-AUM and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Centerpoint is not positioned as an ESG-focused manager and does not operate as a multi-state adviser per the snapshot. Centerpoint appears to lean on third-party managers and collective investment vehicles as part of its client solutions, consistent with its role in selecting other advisers. The firm lists an industry affiliation with accountants, which suggests integration with tax or accounting professionals in client service delivery.

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Location & Offices