CENTERPOINT FINANCIAL MANAGEMENT LLC

Overview

Centerpoint Financial Management LLC is a small, fee-based advisory firm focused on financial planning and portfolio management for individuals and small businesses, with supplementary pension consulting services. The firm reports a clear equity preference, allocating the majority of its investable assets to exchange-traded equities and related ETFs, and it identifies as an active ESG investor—indicating environmental, social and governance factors play a role in selection and portfolio construction. The firm’s regulatory filing also lists accounting among its business activities, suggesting a client service model that blends investment advice with tax or accounting-related coordination. Centerpoint uses a mix of percentage-of-AUM and fixed-fee billing and appears to run discretionary portfolios, managing client assets directly rather than acting exclusively as a broker or referral source. Given the small scale of its assets and the custodial relationship described below, the firm likely emphasizes liquid, cost-efficient instruments that are straightforward to implement and monitor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices