CRD: 282477
Centric Advisors, LLC
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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. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
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
Zenith foundation
Catalyst signal wave
- CRD
- #53069
Showing 2 of 7 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
Total SMA Asset: $211,348,878
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $98,868,881 | 5.0% |
| Public Funds | $106,778,391 | 5.4% |
| Cash | $128,529,545 | 6.5% |
| Other | $381,633,879 | 19.3% |
| Corporate - Investment Grade | $492,367,026 | 24.9% |
| Municipal Bonds | $425,136,187 | 21.5% |
| Private Funds | $136,439,055 | 6.9% |
| U.S. Government/Agency | $207,624,649 | 10.5% |
| Total | $1,977,377,613 | 100.0% |