CENTRIC ADVISORS, LLC
Firm details
- Headquarters
- CYPRESS, Texas
- CRD number
- 282477
- Registered since
- June 28, 2021
- Website
- centric.org
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.06%
- HNWI20.78%
- Pension & Profit Sharing Plans18.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Centric Advisors, LLC is an independent registered investment advisor formed as an LLC and registered with the SEC in 2021. The firm is privately owned and serves both individual/family and institutional clients, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. The firm is not listed as an active ESG investor and is identified as not a capital allocator.
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
- Exchange Traded Equities49%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents7%
- Other2%
- US Government Bonds1%
Owners & executives
2 of 2RICHARD CULL
Chief Investment OfficerCRD 4467870
ZACHARY MAJORS
Founder & CEOCRD 5764906
Contacts
3 of 5LINDY CHAN
PresidentCRD 5494291
GARY WURL
Wealth AdvisorCRD 2243508
WARD MOLEN
OwnerCRD 1323445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CYPRESS, TX
HARRIS
Location
CYPRESS, TX
Headquartered in CYPRESS, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 12549 Louetta Rd
- Time zone
- CT (UTC-6)
- Office locations
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