C
Centennial Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,310,000
Clients
19
16% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$542,632
About
Centennial Management is an independent registered investment adviser that provides discretionary asset management and related investment advice to individual clients, including high-net-worth individuals. The firm reports managing approximately $10.31 million for 19 client accounts as of December 31, 2024 and focuses on ongoing portfolio management and monitoring.
Portfolios are tailored to client objectives and may include individual stocks and bonds, exchange-traded funds, mutual funds, options, and other public and private investments, with regular monitoring and rebalancing. The firm uses a mix of fundamental and technical methods — explicitly including charting and cyclical analysis — and accommodates reasonable client-imposed restrictions where practicable.
Noteworthy aspects include the firm’s exclusive emphasis on discretionary management (the firm reports $10.31M discretionary and $0 non-discretionary) and its stated practice of holding client cash in conservative instruments such as money market funds, CDs, and high-grade commercial paper. The brochure also discloses a custodial recommendation to a major custodian and receipt of related institutional services that the firm recognizes could create a potential conflict of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.00% annually
Main office location
Centennial Management
San Diego CA, United States
Number of offices
1
Most active in
Centennial Management has reported serving >5 clients in these states in the last 12 months.
California · Maryland · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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