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Century Management Financial Advisors

Updated today

Client assets under management

$559,382,589

Clients

707

19% high-net worth

Advisors

9

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

79

High

Average account size

$791,206

About

Century Management Financial Advisors provides discretionary and non‑discretionary investment management, financial planning, retirement‑plan advisory (including 401(k) services) and business succession/exit planning to individuals, trusts, estates, charitable organizations and retirement plans. The firm also serves as a sub‑advisor to unaffiliated advisers and acts as the investment adviser to the CM Advisors Family of Funds.

Investment implementation is organized around five risk‑based strategies (Aggressive through Conservative) and three methods (mutual funds/ETFs, individual stocks and bonds, or any type), with portfolio construction driven by in‑house fundamental research supplemented by third‑party data sources such as Morningstar Direct, Bloomberg and S&P. Portfolios are typically managed on a discretionary basis, the firm may hold extended cash positions when it judges markets overvalued, and it uses options (including stock‑index options) as part of hedging and investment strategies.

What is noteworthy relative to many peers is that Century Management both manages a mutual fund (the CM Advisors Fixed Income Fund, and that fund’s assets are included in the firm’s reported AUM) and states it will negotiate performance‑based fee arrangements with qualified clients. The brochure also documents practices that are less common among peers: a formal promoter/referral program with required disclosures, and client education services for retirement plan participants (group and individual sessions), together with written conflict‑of‑interest disclosures and trading/soft dollar procedures.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees may be charged for other financial planning services and business succession and exit planning consulting services, negotiated case-by-case

Percentage

$0 - $5,000,000: 1.00% annually Over $5,000,000+: 0.85% annually Exclusively fixed income accounts+: 0.50% annually

Project-based

$250 per hour for other financial planning services

Performance-based

Performance-based fees may be charged for qualified clients based on gross profits annually; fees negotiated on a case-by-case basis; charged annually in arrears

Other

Account minimum: $2,500 minimum for discretionary investment management services (other than 401(k) Clients) and 401(k) Clients; $4,000 minimum for Comprehensive Financial Plan Minimum fee: $2,500 minimum annual fee for discretionary investment management services and for 401(k) Client services; $4,000 minimum fee for Comprehensive Financial Plan Fee-only: Comprehensive Financial Plan fees typically range between $4,000 and $10,000; Other Financial Planning Services charged at either $250/hour or a flat fee per project; Business Succession and Exit Planning Consulting Services fees range from $5,000 to $10,000, negotiated case-by-case; General consulting and non-discretionary investment management fees negotiated case-by-case.

Main office location

Century Management Financial Advisors

805 Las Cimas Parkway, Suite 305

Austin TX 78746-9903, United States

Number of offices

2

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Scott V

CFP®, ChFC®, Series 65

Austin, TX

Century Management Financial Advisors

Scott Van Den Berg is a CFP®, ChFC®, and Series 65-licensed advisor with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1992. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers services including sub-advisory arrangements and ERISA 3(38) retirement plan management, utilizing a multi-method investment approach tailored to client risk profiles.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

William B

Series 65

Austin, TX

Century Management Financial Advisors

William Brilliant is a financial advisor at Century Management Financial Advisors in Austin, TX, holding a Series 65 designation with 23 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2002. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of investment approaches tailored to client objectives and risk tolerance, including performance-based fee arrangements and specialized retirement plan services.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Mark O

Series 63, Series 66

Austin, TX

Century Management Financial Advisors

Mark Okamoto is a financial advisor at Century Management Financial Advisors in Austin, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2006. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm offers tailored investment solutions across multiple risk profiles and manages its own mutual fund series, combining detailed analysis with a variety of implementation methods.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

James B

CFA®

Austin, TX

Century Management Financial Advisors

James Brilliant is a CFA® charterholder with 27 years of experience in the financial industry. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1987. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers tailored investment solutions across multiple risk profiles using a combination of mutual funds, ETFs, stocks, and bonds.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

John D

CFP®, Series 63, Series 65

Austin, TX

Century Management Financial Advisors

John Dixon is a CFP® professional with 24 years of experience in financial advising. He has been with Van Den Berg Management I, Inc., operating as Century Management, since 2001. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of services including sub-advisory arrangements and ERISA 3(38) retirement plan services, employing a risk-profile-based investment approach tailored to client objectives.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Rachel V

Series 65

Austin, TX

Century Management Financial Advisors

Rachel Van Den Berg is a financial advisor at Century Management Financial Advisors in Austin, TX. She holds a Series 65 designation and has been with the firm since 2018. Prior to her advisory role, she spent time in full-time education and worked at Baylor University. She serves as Treasurer for the Coalition for Queer Art Therapies, a charity supporting art therapists. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages client portfolios across multiple risk profiles using a combination of mutual funds, ETFs, individual stocks, and bonds, and also advises its own mutual fund family.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

David L

CFP®, Series 63, Series 65

Eagle, CO

Century Management Financial Advisors

David Lloyd is a CFP® professional with 25 years of experience in financial advising. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2004. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of services including sub-advisory arrangements and ERISA 3(38) retirement plan services, utilizing a tailored investment approach across defined risk profiles and multiple implementation methods.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Lisa S

Series 63, Series 65

Austin, TX

Century Management Financial Advisors

Lisa Stroud is a financial advisor at Century Management Financial Advisors with 22 years of industry experience. She has held roles at Van Den Berg Management I, Inc., operating as Century Management, since 2002. She holds Series 63 and Series 65 designations. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers tailored investment strategies across defined risk profiles using mutual funds, ETFs, stocks, and bonds.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Aaron B

CFA®, Series 63, Series 65

Austin, TX

Century Management Financial Advisors

Aaron Buckholtz is a CFA® charterholder with 27 years of industry experience. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 1990. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages separate accounts and a mutual fund family, using tailored investment approaches across defined risk profiles and a combination of mutual funds, ETFs, stocks, and bonds.

Roth conversion strategy Charitable giving tax strategies Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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