CENTURY MANAGEMENT FINANCIAL ADVISORS

RIASEC RegisteredEst. 1979

Total AUM

$680M

Discretionary

$680M

100% of AUM

Avg account

$922K

Accounts

737

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 112308
Registered since: September 13, 1979
Website: centman.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI57.24%
Individuals25.08%
Pension & Profit Sharing Plans11.69%
Investment Companies4.2%
Charitable Organizations1.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Century Management Financial Advisors is an independent registered investment adviser organized as a corporation and operating under individual ownership. The firm has been SEC-registered since 1979 and serves both individual and family clients as well as institutional investors. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars and workshops. The firm charges a mix of percentage-of-assets, fixed fees and performance-based fees. Century Management Financial Advisors is not identified as an active ESG investor and is not classified as a multi-state or newly formed adviser in the dataset. The firm was named to CNBC’s Top 100 Financial Advisory Firms list in 2019.