Centerpoint Advisory Group, LLC

RIASEC Registered
Total AUM
$276M
Discretionary
$276M
100% of AUM
Avg account
$451K
Accounts
613
Employees
7
Advisory reps
5

Firm details

Headquarters
Overland Park, Kansas
CRD number
324181
Registered since
December 21, 2022
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI76.85%
  • Individuals18.13%
  • Pension & Profit Sharing Plans5.03%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Centerpoint Advisory Group, LLC is an independent, individual-owned RIA registered with the SEC in 2022. The firm acts as a capital allocator and provides both wealth-management services for individuals and families and advisory work for institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements combine a percentage-of-AUM model with fixed fees. Centerpoint does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 23%, Other 17%, Cash & Cash Equivalents 7%, US Government Bonds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities23%
  • Other17%
  • Cash & Cash Equivalents7%
  • US Government Bonds2%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 83

Active vs passive

$122M in ETFs

Passive

62%

$76.2M

Active

33%

$46.1M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 MOMENTUM ETF (SPMO)InvescoPassiveLarge Blend$12.7M83,97810.41%

Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
7450 W 130th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth