CENTOIC

Overview

Centoic operates as a limited liability company focused on financial planning and portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. The firm’s business model leans toward advisory engagements that are project- or time-based rather than traditional asset-based relationships: its disclosed fee structure includes hourly charges and other non-AUM billing methods. Centoic is classified as an individual-owned adviser and is not characterized as a multi-state or pension consultant adviser. Investment activity is modest and specialist-oriented. The firm shows interest in illiquid and commodity-linked strategies—private placements, commodities exposure and oil & gas investments—indicating a willingness to place client capital into sector-specific and alternative strategies rather than relying exclusively on broad-market mutual funds or index ETFs. Centoic does not identify as an active ESG investor and is not described as a capital allocator to external managers in the traditional sense.

Assets & Accounts

Investments & Alternatives

Location & Offices