Centerpoint Advisory Group, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 324181
- Registered since
- December 21, 2022
- Website
- centerpointadvisory.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.85%
- Individuals18.13%
- Pension & Profit Sharing Plans5.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Centerpoint Advisory Group, LLC is an independent, individual-owned RIA registered with the SEC in 2022. The firm acts as a capital allocator and provides both wealth-management services for individuals and families and advisory work for institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements combine a percentage-of-AUM model with fixed fees. Centerpoint does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds48%
- Exchange Traded Equities23%
- Other17%
- Cash & Cash Equivalents7%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$122M in ETFs
62%
$76.2M
33%
$46.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 MOMENTUM ETF (SPMO) | Invesco | Passive | Large Blend | $12.7M | 83,978 | 10.41% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 7450 W 130th St
- Time zone
- CT (UTC-6)
- Office locations
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