Century Funds Management Inc

RIASEC Registered
Total AUM
$7.8M
Discretionary
$5.1M
65% of AUM
Avg account
$410K
Accounts
19
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
107231
Custodians
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI56.81%
  • Individuals41.63%
  • Corporations / Businesses1.56%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Century Funds Management Inc. is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm favors liquid equity exposure, using exchange-traded instruments as the primary allocation tool, and complements those positions with mutual fund strategies and targeted real estate allocations through third‑party managers. A majority of client assets are managed on a discretionary basis, indicating an active day‑to‑day role in portfolio construction and rebalancing. Century Funds Management Inc. does not position itself as an ESG-driven adviser and operates as a single‑state, privately owned advisory business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Investment Grade Corp Bonds 12%, US Government Bonds 4%, Cash & Cash Equivalents 2%82%
  • Exchange Traded Equities82%
  • Investment Grade Corp Bonds12%
  • US Government Bonds4%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Francis Cowan

    PresidentCRD 4414616

  • David Hunter

    David Hunter

    PresidentCRD 2363673

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth