$237.3M Total AUM
$237.3M Disc. AUM
30.8% 3Y CAGR
22 Employees
468 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Equity Trust · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- OptimaVital matrix
- Established Date
- 03-29-2018
- Office Locations
- 3
Office Locations
10815 Ranch Road 2222 Bldg 3C Suite 200 Austin TX
417 N. Main Suite 103 Salado TX
700 E Sonterra Boulevard Bldg 1 Suite 1207 SAN Antonio TX
About Centennial Advisors, LLC
Centennial Advisors, LLC is an independent, SEC-registered RIA helping individuals build retirement plans and income strategies, pairing investment advisory with insurance products when appropriate. The firm focuses on customized retirement planning support and serves clients from multiple offices across Central Texas. Custody relationships include Schwab and Fidelity.
Team overview
42 AVG AGE
$26.4M AVG AUM / ADVISOR
$507.1K AVG AUM / CLIENT
3.3 yrs AVG TENURE
22 Employees
9 Advisory Reps
9 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Quantum Oak Pioneer north Horizon Vital foundation Bridge
Client Personas
Capital Oak meridian
Investment Themes
Vital signal Value harbor Frontier Beacon radial
Investment Vehicles
Pioneer Momentum glacier
Platform
Zenith
Services
Ember north Bridge Focus Oak legacy North capital North Beacon Harbor legacy Delta
Technology
Foundation Catalyst pathway
Owner & Executives
K
KRISTIN LYNNE PRIEUR
Chief Compliance Officer
- CRD
- #5690802
- Ownership
- Less than 5%
(936) 726-5838
prime.capital@horizoncapital.com
in linkedin.com/in/prime-delta
MICHAEL DUANE REESE
Chief Executive Officer, FOUNDER
- CRD
- #2652756
- Ownership
- Less than 5%
(537) 222-3120
insight.fusion@elementcapital.com
in linkedin.com/in/timber-momentum
P
Pioneer vertex
Element optima
- CRD
- #50603
- Ownership
- 22.0%
(335) 263-5518
signal.pioneer@crestcapital.com
in linkedin.com/in/legacy-vertex
Showing 2 of 3 owners & executives
Unlock allContacts
J
Jeremy Russell Aston
Financial Advisor
- CRD
- #7678126
(704) 908-5724
peak.glacier@pioneercapital.com
in linkedin.com/in/value-horizon
S
Samuel Garcia Gonzalez
--
- CRD
- #7609489
(278) 825-6060
horizon.pathway@summitcapital.com
in linkedin.com/in/signal-prime
B
Bridge harbor
Radial prime
- CRD
- #14324
(233) 930-1593
zenith.catalyst@momentumcapital.com
in linkedin.com/in/meridian-harbor
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,327,848 | $199,771 |
| Non-Discretionary | $0 | -- |
| Total | $237,327,848 | $199,771 |
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Separately Managed Accounts
Total SMA Asset: $237,327,848
Public Funds:
13.7% Equity - Exchange:
9.4% Cash:
8.4% Private Funds:
37.8% Other:
30.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $218,298,227 | 13.7% |
| Equity - Exchange | $149,781,265 | 9.4% |
| Cash | $133,847,088 | 8.4% |
| Private Funds | $602,311,896 | 37.8% |
| Other | $489,179,239 | 30.7% |
| Total | $1,593,417,715 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON TIMBER | OPTIMA SUMMIT | 5ITIRUZC8 | WATRS | 11.61% | $9,406,953 |
| HARBOR CATALYST | VITAL VECTOR | REUYSMG1Q | YYLRF | 4.08% | $107,878,330 |
| MOMENTUM OAK | TIMBER GLACIER | OUBP04CQW | RJYO | 2.28% | $70,053,820 |
| CATALYST MERIDIAN VALUE | MOMENTUM EAGLE | 8731KPSC9 | QDYU | 7.25% | $113,109,739 |
| ALPHA CATALYST | ALPHA MERIDIAN | OQ9RWR8VX | FXFK | 11.73% | $98,718,113 |
| EMBER FOCUS | ALPHA DELTA | 0XTE2X4MC | DKE | 5.14% | $40,391,004 |
| SIGNAL FUSION VITAL | VERTEX CAPITAL | VVPL47EFP | PBI | 9.51% | $94,991,091 |
| PIONEER ATLAS FOCUS | CREST NORTH | IJGTT4751 | RNB | 12.52% | $104,088,726 |