City Center Advisors, Llc
- Regulatory AUM
- $187M
- Discretionary
- $187M
- Clients
- 439
- Avg AUM / client
- $426K
- Accounts
- 1,276
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 379 | $116M | 62.2% |
| High net worth individuals | 59 | $70.6M | 37.8% |
| Corporations and other businesses | 1 | $100 | 0.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frank Eugene Endris | Member | Apr 2015 (11y) | 5% – 10% | |
| David J Hardin | Member | Dec 2018 (8y) | 25% – 50% | |
| David Joel Hardin | Chief Compliance Officer/Chief Executive Officer/Member | Dec 2018 (8y) | 25% – 50% | |
| Christopher Robert Brent | Registered representative | Jul 2019 (7y) | ||
| Taylor Howard Cox | Registered representative | Jul 2020 (6y) | ||
| Samuel James Addington | Registered representative | Jan 2024 (3y) | ||
| Justin Michael Pontz | Registered representative | Oct 2025 (1y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
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) | 01/19/2026 | 1020 KB | 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
- • Hourly charges
- • Other fees
- • PENSION CONSULTING SERVICES/ERISA PLAN SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $160M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Sep 23, 2026.
View current Form ADV (SEC/IAPD) ↗