Centric Advisors, Llc
- Regulatory AUM
- $211M
- Discretionary
- $163M
- Clients
- 943
- Avg AUM / client
- $224K
- Accounts
- 966
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 892 | $129M | 61.1% |
| High net worth individuals | 21 | $43.9M | 20.8% |
| Pension and profit sharing plans | 30 | $38.4M | 18.2% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Oscar Raul Mondragon | Chief Operations Officer | CFP | Nov 2015 (11y) | 25% – 50% |
| Zachary Thomas Majors | Chief Executive Officer & Chief Compliance Officer | CFP | Nov 2015 (11y) | 75% or more |
| Richard Vernon Cull | Registered representative | CFA | Apr 2018 (8y) | |
| Ward Wesley Molen | Registered representative | Aug 2019 (7y) | ||
| Lindy Chan | Registered representative | CFP | Jan 2020 (7y) | |
| Bently Gordon Ford | Registered representative | Mar 2022 (4y) |
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) | 04/02/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $123M (58% of AUM) Apr 2026
- Charles Schwab & Co. $40.4M (19% of AUM) Apr 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: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗