Investment adviser · CRD 282477

CENTRIC ADVISORS, LLC

Investment adviser filing (IA)

CYPRESS, TX, United States · Form ADV filed Apr 2, 2026

Regulatory AUM
$211M
Form ADV · Item 5.F
Client accounts
966
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals892$129,039,06261.1%
High-net-worth individuals21$43,928,72820.8%
Retirement plans30$38,381,08818.2%
Filing source

Form ADV 2090993 · Apr 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CENTRIC INCOME FUND LLCSecuritized Asset Fund · Last reported Apr 21, 2023$2.14MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9652192055
Reported beneficial owners
0
Minimum commitment
$25K
Form D file number
021-1924004

Form ADV 1715984 · Apr 21, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 2, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

12549 LOUETTA ROAD
CYPRESS, TX, 77429, United States

CRD 282477

Filing source

Form ADV 2090993 · Apr 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.