Century Trace Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Century Trace Investment Advisors LLC is a registered investment adviser that provides personalized investment advisory and portfolio management services to individuals and small business entities, and indicates it may also advise on related matters such as college funding, retirement, tax, estate planning, 1031 exchanges and Opportunity Zones. The firm’s materials state it builds investment plans for clients and offers both custom portfolios and predefined model strategies.
The firm describes a long-term, buy-and-hold investment approach grounded in modern portfolio theory, with diversification across asset classes including U.S. and emerging market equities, bonds, ETFs, mutual funds and other pooled offerings; it also references use of fundamental and technical analysis and periodic rebalancing. Services are provided on a non‑discretionary basis with client approval of trades, and the firm relies on qualified custodians rather than taking custody of client assets.
Noteworthy for an investment manager of its category, the firm offers independent reviews and standalone hourly consulting as a distinct engagement option, and may credit or waive those review fees if a client moves to ongoing management—an arrangement that is relatively uncommon among peers. The firm is small and recently established with no reported assets under management at filing and participates in institutional custody programs (TD Ameritrade/Schwab) that provide certain operational and research benefits.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Occupation focus
Self-Employed
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: Negotiable
$250 per hour for independent review & consult on existing holdings and plan (3 hours review basic package); fees waived if client chooses portfolio management services
Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500 for accounts smaller than $250,000, may be waived or discounted at firm's discretion
Main office location
Century Trace Investment Advisors LLC
Plainfield IL, United States
Number of offices
1
Most active in
Century Trace Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
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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