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CENTRIC ADVISORS, LLC
CRD 282477 · SEC 801-121623
12549 LOUETTA ROAD, CYPRESS, TX, 77429, United States
Phone
888-215-5888
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$211.3M
Discretionary AUM
$163.1M
Team
11 total employees; 7 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 892 | $129.0M |
| High net worth individuals | 21 | $43.9M |
| Pension/profit sharing plans | 30 | $38.4M |
States served
VT, CA, ME, TX
All web addresses on file
Official SEC filing: View on IAPD