CRD: 324181
Centerpoint Advisory Group, LLC
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
About Centerpoint Advisory Group, LLC
Centerpoint Advisory Group is an Overland Park, KS wealth management firm founded in 1992, delivering disciplined investment management alongside integrated financial planning. The team coordinates clients’ broader financial affairs with a high-touch, goals-based process, serving individuals and families (including business owners). Portfolios commonly use ETFs, mutual funds, and fixed income within an asset-allocation and risk-management framework, and the practice is affiliated with LPL Financial.
Reported data analysis
What the numbers show
Between February 19, 2025 and March 3, 2026, reported AUM increased 16.7%, from $236.8M to $276.3M.
Across 4 reported observations, AUM increased 150.5% between October 25, 2023 and March 3, 2026, from $110.3M to $276.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 290 clients, or 58 clients per representative. That equates to $952.9K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ALAN MARK RICKERT
Chief Compliance Officer, General Partner, Managing Partner
- CRD
- #2282908
- Ownership
- 50% but less than 75%
Parker Joseph Madl
ADVISOR, Financial Advisor, General Partner, PARTNER
- CRD
- #6666064
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Parker Moeder
Accounting Associate
- CRD
- #7841598
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $276,346,500 | $450,810 |
| Non-Discretionary | $0 | -- |
| Total | $276,346,500 | $450,810 |
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Separately Managed Accounts
SMA allocation detail is available
Centerpoint Advisory Group, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Centerpoint Advisory Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.