Centennial Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,607,291
Total clients
24
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
12
Average account size
$233,637
About
Centennial Wealth Management provides discretionary investment management to individual clients through a wrap-fee asset management program and does not manage non-wrap accounts. The firm is small—two advisors serving 24 clients with about $5.6 million in discretionary AUM—and its client base does not include a high‑net‑worth segment.
The firm manages a single, non‑customized portfolio for all clients with the stated objective of long‑term compounding, using an investment model that tracks specific economic indicators and valuation parameters and employing fundamental, technical, charting, and cyclical analysis. Management is discretionary; fees are deducted directly from custodial accounts and the firm uses a single custodian (Charles Schwab); clients are not able to impose investment restrictions.
Uncommonly for firms in this category, Centennial is the sponsor of its wrap fee program and operates exclusively through that wrap program rather than offering separate advisory account types. Other noteworthy operational features include a principal who maintains an external university finance/HR role (reported up to 40 hours per week), a policy of not accepting proxy voting authority, and a practice of providing written reports only upon request with at least verbal annual reviews.
Client services
Fee options
1.5% annually
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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