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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-29-2015
- Office Locations
- 3
Office Locations
About City Center Advisors, LLC
City Center Advisors, LLC (City Center Financial) is an independent, fiduciary RIA focused on retirement outcomes. It delivers income planning, wealth management, proactive tax strategies, estate planning coordination, and risk mitigation, including Social Security and pension decision support. Portfolios commonly use ETFs and mutual funds as part of an asset-allocation approach. The firm is technology-driven (Black Diamond) with custody at Charles Schwab and offers periodic review visits to stay aligned with client goals.
Team overview
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Custodian
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Owner & Executives
DAVID J HARDIN
Vice President
- CRD
- #725885
- Ownership
- 25% but less than 50%
DAVID JOEL HARDIN II
Chief Compliance Officer, Chief Executive Officer, Vice President
- CRD
- #6633030
- Ownership
- 25% but less than 50%
Bridge delta
Beacon insight insight
- CRD
- #31915
- Ownership
- 19.0%
Showing 2 of 3 owners & executives
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Samuel James Addington
--
- CRD
- #7847718
Christopher Robert Brent
Financial Advisor
- CRD
- #6993609
Catalyst legacy
Atlas timber
- CRD
- #93849
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,230,555 | $138,608 |
| Non-Discretionary | $0 | -- |
| Total | $160,230,555 | $138,608 |
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Separately Managed Accounts
Total SMA Asset: $160,230,555
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $145,018,610 | 8.1% |
| Equity - Exchange | $239,907,330 | 13.4% |
| Cash | $286,456,513 | 16.0% |
| Corporate - Investment Grade | $245,278,390 | 13.7% |
| Corporate - Non-Investment Grade | $218,423,091 | 12.2% |
| Derivatives | $139,647,550 | 7.8% |
| Equity - OTC | $175,454,614 | 9.8% |
| Other | $340,167,111 | 19.0% |
| Total | $1,790,353,209 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE ATLAS | EAGLE FOUNDATION | 991JJZ5N3 | DMKFS | 9.41% | $35,377,867 |
| EAGLE BEACON VITAL | SUMMIT DELTA | EJMJ130AD | VJP | 9.24% | $19,902,689 |
| OAK ZENITH RIDGE | FRONTIER CREST | EN9M3QTQJ | BNR | 0.87% | $62,696,935 |
| ALPHA UNISON PRIME | WAVE ATLAS | ODFN2RJSR | GRB | 4.03% | $98,783,344 |
| ALPHA SIGNAL WAVE | VERTEX MERIDIAN | QESWJZKHG | EEWB | 3.51% | $56,028,532 |
| GLACIER VALUE | DELTA ELEMENT | EQBN0TBFL | GDDS | 6.47% | $32,174,570 |
| HORIZON HORIZON | ALPHA LEGACY | YULKGT1G0 | ZMJCR | 5.99% | $90,841,426 |
| FOCUS VECTOR ELEMENT | RADIAL SUMMIT | 434X6GQ5X | TYRP | 11.88% | $20,392,683 |