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Centennial Advisors, LLC
SEC-regulated
Registered investment advisor
Centennial Advisors, LLC is a financial advisory firm based in Austin, TX, established in August 2017. The firm specializes in providing investment management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment strategy, asset allocation, and regular portfolio monitoring. Centennial Advisors seeks discretionary authority from clients to make investment decisions in alignment with fiduciary duties. The firm's fee schedule is based on a percentage of assets under management, with negotiable rates. They may recommend clients to third-party advisers and conduct due diligence on these advisers. Centennial Advisors also offers financial planning services, including retirement planning and investment planning, with fees based on plan complexity. The firm does not accept performance-based fees and provides services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations with no minimum account size. Their investment strategies primarily focus on long-term investing and fundamental analysis. Clients receive regular account reports and can request non-periodic reviews triggered by significant events. The firm does not accept compensation for client referrals and does not have custody of client assets. Clients have the option for discretionary or non-discretionary investment advisory services. Centennial Advisors does not vote on client securities and has a sound financial condition with no bankruptcy petitions in the last ten years. For more information, visit www.adviserinfo.sec.gov.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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