Centennial Advisors, Llc
- Regulatory AUM
- $237M
- Discretionary
- $237M
- Clients
- 468
- Avg AUM / client
- $507K
- Accounts
- 1,188
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 409 | $141M | 59.3% |
| High net worth individuals | 47 | $90.8M | 38.2% |
| Pension and profit sharing plans | 10 | $4.8M | 2.0% |
| Corporations and other businesses | 2 | $1.1M | 0.44% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Duane Reese | Founder, Ceo | CFP | Aug 2017 (9y) | ≈ 56.25% – 100% via The Mkr Group, Llc |
| Prieur, Kristin, Lynne | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Elizabeth Marie Torres | Registered representative | Mar 2019 (7y) | ||
| Kevin Eugene Wade | Registered representative | Apr 2019 (7y) | ||
| Jeremy Russell Aston | Registered representative | CFA | Jan 2023 (4y) | |
| Christopher Kelly Larson | Registered representative | Sep 2023 (3y) | ||
| Jason Carroll Smith | Registered representative | CFP | Oct 2024 (2y) | |
| Jeffrey M Rossmann | Registered representative | Dec 2025 (1y) | ||
| Abraham Martinez | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Mkr Group, Llc | Owner | Jan 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Duane Reese: 75% – 100% of The Mkr Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/30/2026 | 1.23 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $157M (66% of AUM) Mar 2026
- Charles Schwab & Co. $70.9M (30% of AUM) Mar 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗