Centerpoint Advisory Group, LLC
● SEC registered since 2022CRD 324181SEC# 801-127085Overland Park, KS
Reg. AUM
$276.3M
Employees
7
Accounts
613
Location
Overland Park, KS
Centerpoint Advisory Group, LLC assets under management
Centerpoint Advisory Group, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2022. It reports $276.3 million in regulatory assets under management and employs 7 people.
Centerpoint Advisory Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Mark Rickert Control | Managing Partner And Chief Compliance Officer | 50-75% | 2022 |
| James Thomas Flanagan Control | Partner/ Director Of Planning | Under 5% | 2024 |
| Parker Joseph Madl Control | Partner/Advisor | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Centerpoint Advisory Group, LLC manage?
Centerpoint Advisory Group, LLC reports $276.3 million in regulatory assets under management on its Form ADV.
How many employees does Centerpoint Advisory Group, LLC have?
Centerpoint Advisory Group, LLC reports 7 employees.
Where is Centerpoint Advisory Group, LLC located?
Centerpoint Advisory Group, LLC is based in Overland Park, KS and has been SEC-registered since 2022.
Does Centerpoint Advisory Group, LLC disclose fund performance?
Centerpoint Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7450 West 130th Street, Suite 410, Overland Park, KS 66213 |
| Phone | 913-685-3001 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$276.3M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$276.3Mregulatory AUM
Discretionary $276.3M