RIA Intel›Advisers›Texas›CENTRIC ADVISORS, LLC

CENTRIC ADVISORS, LLC

Advisory

N·CYPRESS, TX

Data as of Apr 2, 2026 · Source: SEC Form ADV

Total AUM

$211M

1-Year AUM Growth

+18.2%

3-Year CAGR

+8.4%

Employees

7

Assets Under Management

Total AUM$211M

Discretionary AUM$163M

Non-Discretionary AUM$48M

Discretionary %77.2%

Total Clients1,162

Team

Total Employees7

Investment Advisers11

Employee Growth (1Y)+10.0%

Filing History

Total Filings on Record15

First FilingMay 28, 2021

Latest FilingApr 2, 2026

🔒 Full AUM trend chart and 15 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CENTRIC ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.