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| Centric Advisors LLC
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|---|---|
| CRD # | 282477 |
| SEC # | 801-121623 |
| CIK # | |
| AUM | 211.3 M (2026-04-02) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 888-215-5888 |
| Address | 12549 Louetta Road Cypress, TX 77429 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| SA | Centric Income Fund LLC | 2022-03-30 | 2.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 892 | 129.0 |
| (b) Individuals (high net worth individuals) | 21 | 43.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 38.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 966 | 211.3 |
| By Discretionary | ||
| Discretionary | 892 | 163.1 |
| Non-Discretionary | 74 | 48.2 |
| Total | 966 | 211.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.3 | |
| Total | 966 | 211.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 20 |
| Serves | Retail |
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