CRD: 168013
Oncenter Financial Advisors LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- North
- Established Date
- 07-01-2013
- Office Locations
- 1
Office Locations
About Oncenter Financial Advisors LLC
OnCenter Financial Advisors is an independent, fee-only fiduciary wealth manager providing comprehensive financial planning and investment management, including retirement, estate, tax, education funding, and charitable-giving planning. Portfolios are built largely with ETFs alongside high-quality fixed income. Led by managing partner Carol A. Clark, CFA, the firm emphasizes unbiased guidance and clear, disciplined communication through market cycles.
Team overview
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Investment Themes
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Owner & Executives
CAROL A CLARK
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #6207435
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,426,609 | -- |
| Non-Discretionary | $2,164,992 | -- |
| Total | $54,591,601 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,591,601
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,984,121,234 | 28.4% |
| Corporate - Investment Grade | $943,156,220 | 13.5% |
| Cash | $1,418,227,502 | 20.3% |
| U.S. Government/Agency | $2,640,837,416 | 37.8% |
| Total | $6,986,342,372 | 100.0% |