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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-13-2016
- Office Locations
- 3
Office Locations
About Centric Advisors, LLC
Centric Advisors, LLC is a Cypress-based RIA with 3 offices. The firm has been operating for 10 years. Managing $211.3M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 7, 2025 and April 2, 2026, reported AUM decreased 6.9%, from $226.9M to $211.3M.
Across 5 reported observations, AUM increased 24.8% between December 21, 2022 and April 2, 2026, from $169.3M to $211.3M.
Of the latest reported AUM, 77.2% is discretionary and 22.8% is non-discretionary.
The firm reports 7 advisory representatives and 963 clients, or 137.6 clients per representative. That equates to $219.5K in reported AUM per client.
The profile lists 3 reported office locations and 10 years in operation. The source data was last updated on April 2, 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
- Investment Themes
- Investment Vehicles
- Services
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The full Centric Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ZACHARY THOMAS MAJORS
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #5764906
- Ownership
- 75% or more
OSCAR RAUL MONDRAGON
Advisor, Chief Operations Officer
- CRD
- #6134876
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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LINDY CHAN
President
- CRD
- #5494291
RICHARD VERNON CULL
--
- CRD
- #4467870
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $163,101,522 | $182,849 |
| Non-Discretionary | $48,247,356 | $651,991 |
| Total | $211,348,878 | $218,788 |
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Separately Managed Accounts
SMA allocation detail is available
Centric Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.