CENTERED FINANCIAL

Overview

Centered Financial is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as institutional relationships, and positions itself as a capital allocator—combining portfolio management with financial planning, pension consulting and selection of outside advisers. Its fee framework is flexible, including percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. Investment behavior shows a clear tilt toward publicly traded equities as the core of client portfolios, supplemented by targeted alternative allocations. The adviser reports no active ESG investing program and is not organized as a multistate adviser, suggesting a regional client footprint. The firm also lists an affiliation with an insurance company, which can influence access to insurance products or integration of annuity solutions into client plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices