Centennial Wealth Advisory, Llc
- Regulatory AUM
- $397M
- Discretionary
- $397M
- Clients
- 1,354
- Avg AUM / client
- $293K
- Accounts
- 3,164
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,279 | $292M | 73.4% |
| High net worth individuals | 74 | $105M | 26.6% |
| State or municipal government entities | 1 | $99.7K | 0.03% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Thomas Torbet | Member | Mar 2012 (14y) | 50% – 75% | |
| Arthur Rolland Canfield | Member | Jul 2014 (12y) | 50% – 75% | |
| Luke Leonard Mooi | Chief Compliance Officer | Jun 2016 (10y) | Less than 5% | |
| Jack Calvin Klunder | Registered representative | Sep 2018 (8y) | ||
| Nicholas Duane Greenman | Registered representative | Feb 2019 (7y) | ||
| Joseph Denzel Carpenter | Registered representative | CFP | Sep 2023 (3y) | |
| Ashley Sue Sheffer | Registered representative | Aug 2024 (2y) | ||
| Raymond J Jager | Registered representative | Jun 2025 (1y) | ||
| Leah Neverth | Registered representative | Nov 2025 (1y) | ||
| Brian Norbert Zezula | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $397M (100% of AUM) Jul 2026
- National Financial Services (Fidelity) $130M (100% of AUM) Jul 2019
- Charles Schwab & Co. $292K (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗