Centennial Wealth Advisory, LLC

Overview

Centennial Wealth Advisory, LLC is an independent, individually owned registered investment adviser; it has been SEC-registered since 2018. The firm acts as a capital allocator for both individual and family clients as well as select institutional relationships. Its advisory model centers on portfolio management for individuals and small businesses and the selection of outside managers when appropriate. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm is also identified as an “other financial product salesperson” and lists an insurance company affiliation. Centennial is not positioned as an ESG-focused investor and is not identified as a multi-state or newly formed adviser. Its operating structure is a limited liability company and it reports actively managing client assets on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives