Century Management Financial Advisors

RIASEC RegisteredEst. 1979

Total AUM

$680M

Discretionary

$680M

100% of AUM

Avg account

$922K

Accounts

737

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 112308
Registered since: September 13, 1979
Website: centman.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI57.24%
Individuals25.08%
Pension & Profit Sharing Plans11.69%
Investment Companies4.2%
Charitable Organizations1.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Century Management Financial Advisors is an independent registered investment adviser, operating since 1979 and owned by an individual owner. The firm serves both individual and family clients as well as institutional entities, providing financial planning and portfolio management across individuals, small businesses, investment companies, and institutions. Its services also extend to pension consulting and educational seminars. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Century was listed among CNBC’s Top 100 Financial Advisory Firms in 2019. The firm does not identify as an active ESG investor in its disclosures. It reports a range of advisory activities but is not recorded as a multi-state adviser in the snapshot data.