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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Frontier vertexZenith
- Established Date
- 04-08-2010
- Office Locations
- 1
Office Locations
About Centennial Wealth Advisory, LLC
Centennial Wealth Advisory, LLC is a Traverse City, MI RIA providing holistic financial planning and portfolio construction for individuals and families approaching or in retirement, including tax, estate, charitable and insurance planning. Uses mutual funds and ETFs within asset-allocation approaches. Recognized as Northern Michigan’s best financial planning firm four years running and runs live retirement-education events; custody via Schwab and Fidelity.
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Owner & Executives
ARTHUR ROLLAND CANFIELD
Senior Partner
- CRD
- #6325487
- Ownership
- 50% but less than 75%
JONATHAN THOMAS TORBET
Financial Advisor
- CRD
- #4933749
- Ownership
- 50% but less than 75%
Matrix fusion
Frontier catalyst
- CRD
- #54782
- Ownership
- 10.0%
Showing 2 of 3 owners & executives
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JOSEPH DENZEL CARPENTER
--
- CRD
- #6320338
Nicholas Duane Greenman
Financial Advisor, General Partner
- CRD
- #7067274
Radial pathway
Prime alpha
- CRD
- #74047
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,056,084 | $125,492 |
| Non-Discretionary | $0 | -- |
| Total | $397,056,084 | $125,492 |
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Separately Managed Accounts
Total SMA Asset: $397,056,084
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,113,220,736 | 14.2% |
| Equity - Exchange | $5,033,012,059 | 64.2% |
| Cash | $1,693,349,852 | 21.6% |
| Total | $7,839,582,647 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE HARBOR | ELEMENT FRONTIER | FVYT7W1SS | JYW | 12.15% | $102,811,755 |
| MERIDIAN EMBER | HORIZON BEACON | 0A9P3402A | NENH | 12.54% | $41,171,794 |
| CREST ATLAS CAPITAL | CAPITAL OAK | IY7594PX4 | WCXWL | 3.44% | $7,053,317 |
| PATHWAY FRONTIER CREST | LEGACY ELEMENT | RTHSMNT2G | TQLER | 2.74% | $75,192,052 |
| QUANTUM PIONEER | SIGNAL FRONTIER | QTY8ARWLR | CGZL | 11.77% | $76,160,416 |
| MOMENTUM NORTH SUMMIT | FUSION MATRIX | RBC2H8EQA | PSV | 10.37% | $86,305,368 |
| INSIGHT DELTA ALPHA | VECTOR QUANTUM | A3MAUKKO1 | NLPUB | 2.80% | $40,671,486 |
| BEACON DELTA | PATHWAY BEACON | QD0PXBON6 | PAXS | 8.65% | $40,007,082 |