Centric Advisors, LLC
● SEC registered since 2021CRD 282477SEC# 801-121623Cypress, TX
Reg. AUM
$211.3M
Employees
11
Accounts
966
Location
Cypress, TX
Centric Advisors, LLC assets under management
Centric Advisors, LLC is an investment advisory firm registered with the SEC based in Cypress, TX. The firm has been registered since 2021. It reports $211.3 million in regulatory assets under management and employs 11 people.
Centric Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Oscar Raul Mondragon Control | Chief Operations Officer | 25-50% | 2015 |
| Zachary Thomas Majors Control | Chief Executive Officer & Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Centric Advisors, LLC manage?
Centric Advisors, LLC reports $211.3 million in regulatory assets under management on its Form ADV.
How many employees does Centric Advisors, LLC have?
Centric Advisors, LLC reports 11 employees.
Where is Centric Advisors, LLC located?
Centric Advisors, LLC is based in Cypress, TX and has been SEC-registered since 2021.
Does Centric Advisors, LLC disclose fund performance?
Centric Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12549 Louetta Road, Cypress, TX 77429 |
| Phone | 888-215-5888 |
| Fax | N/A |
| Office hours | 8:30a.m.-4:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$211.3M▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$211.3Mregulatory AUM
Discretionary $163.1MNon-discretionary $48.2M