$679.5M Total AUM
$679.5M Disc. AUM
-1.7% 3Y CAGR
16 Employees
739 ADV. Clients
46 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- NorthPathway +more
- Established Date
- 09-13-1979
- Office Locations
- 1
Office Locations
805 LAS Cimas Parkway Suite 305 Austin TX
About Century Management Financial Advisors
Austin, TX-based Century Management Financial Advisors is a fee-only fiduciary RIA founded in 1974 and led by second- and third-generation family members. The firm advises individuals, families, and business owners with disciplined investment management and financial planning, including retirement and tax strategy. SMAs skew heavily to ETFs with supporting fixed income.
Team overview
-- AVG AGE
$56.6M AVG AUM / ADVISOR
$919.5K AVG AUM / CLIENT
20.6 yrs AVG TENURE
16 Employees
12 Advisory Reps
10 RIA Reps
46yrs Firm Age
Insights
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Asset Classes
Vertex Alpha Glacier oak Vital momentum Prime Focus ridge
Client Personas
Alpha catalyst Pathway pathway
Custodian
Catalyst Beacon frontier Unison Catalyst Timber Ember Delta capital Radial legacy
Investment Themes
Focus glacier Vector momentum Frontier Pioneer insight Peak
Investment Vehicles
Harbor Timber atlas
Platform
Fusion Crest delta
Services
Oak peak Ember Ember Oak element Delta Oak Glacier Pioneer Quantum ember Value Momentum Peak Element signal
Technology
Insight glacier Meridian peak Oak vital Signal value Meridian quantum Ember radial
Owner & Executives
ARNOLD VAN DEN BERG
Chairman, Co-Chief Investment Officer, Principal
- CRD
- #4543101
- Ownership
- 25% but less than 50%
(855) 504-5039
prime.vector@momentumcapital.com
in linkedin.com/in/meridian-foundation
JAMES DAVID BRILLIANT
Chief Financial Officer, Co-Chief Investment Officer, Principal
- CRD
- #4391606
- Ownership
- 10% but less than 25%
(215) 761-1263
alpha.zenith@wavecapital.com
in linkedin.com/in/eagle-fusion
V
Vertex zenith
Radial timber insight
- CRD
- #82094
- Ownership
- 29.2%
(349) 713-2852
summit.meridian@meridiancapital.com
in linkedin.com/in/pathway-quantum
Showing 2 of 6 owners & executives
Unlock allContacts
WILLIAM HUGH BRILLIANT
Portfolio Manager
- CRD
- #4570434
(201) 370-4770
peak.beacon@atlascapital.com
in linkedin.com/in/crest-beacon
AARON SAMUEL BUCKHOLTZ
Director
- CRD
- #1561666
(688) 427-8405
capital.vector@vitalcapital.com
in linkedin.com/in/pioneer-optima
V
Vital quantum
Unison fusion bridge
- CRD
- #93146
(272) 878-3759
pioneer.capital@northcapital.com
in linkedin.com/in/quantum-alpha
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $679,521,633 | $922,010 |
| Non-Discretionary | $0 | -- |
| Total | $679,521,633 | $922,010 |
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Separately Managed Accounts
Total SMA Asset: $650,958,187
Equity - Exchange:
16.6% Corporate - Investment Grade:
21.7% Public Funds:
23.0% Cash:
6.4% Corporate - Non-Investment Grade:
26.5% U.S. Government/Agency:
5.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,225,034,490 | 16.6% |
| Corporate - Investment Grade | $1,601,400,508 | 21.7% |
| Public Funds | $1,697,336,944 | 23.0% |
| Cash | $472,302,454 | 6.4% |
| Corporate - Non-Investment Grade | $1,955,627,349 | 26.5% |
| U.S. Government/Agency | $428,024,099 | 5.8% |
| Total | $7,379,725,844 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE OPTIMA | MOMENTUM BEACON | SYG24L0F7 | LJT | 12.08% | $9,975,997 |
| FUSION VITAL CATALYST | INSIGHT DELTA | MCQMLNOMM | NNL | 5.33% | $8,249,926 |
| FRONTIER WAVE | NORTH DELTA | ZH2DG4Z2G | IKN | 7.32% | $26,426,888 |
| SIGNAL FRONTIER EMBER | ATLAS HARBOR | OZSTXWVVS | JKBCG | 3.70% | $37,981,381 |
| DELTA LEGACY EMBER | RADIAL LEGACY | D8VEXK3J7 | DGXC | 5.64% | $61,572,883 |
| HARBOR CREST BEACON | VERTEX FOUNDATION | OWBG4TR65 | EUSZ | 0.80% | $115,200,516 |
| DELTA MATRIX FOCUS | MATRIX PRIME | UC2OM1QPP | WUS | 7.13% | $24,039,149 |
| ATLAS BEACON | ATLAS OAK | 52UR1GLRK | RNZLZ | 9.46% | $22,976,247 |