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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CENTERLINE WEALTH ADVISORS, LLC

CRD 164485

LOUISVILLE, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c2c52785-9201-5ad7-6f2e-76af729f8f02

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 0
Observed: Jun 22, 2012 to Feb 27, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $326MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $325M
Private client RAUM: $313MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $81.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 819
Individual clients: 162
High net worth clients: 97
Custody, client assets: $191M
SEC number: 801-76852
CIK: 180205
CRD: 164485
Filings on the tape: 36
First filed: Jun 22, 2012
Latest filed: Feb 27, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW CHARLES HUNT	n/a	LOUISVILLE, KY	11	22	1	no
ANDREW WILLIAM ARNOLD	n/a	LOUISVILLE, KY	6	30	1	no
Jack Kelly Wilson	Certified Financial Planner	LOUISVILLE, KY	1	16	n/a	no
JEFFREY ALLEN WOOD	Certified Financial Planner	LOUISVILLE, KY	1	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARNOLD, ANDREW, WILLIAM	MANAGING MEMBER/CHIEF EXECUTIVE OFFICER	E	yes	01/2015	Jan 23, 2015	Sep 26, 2024
HUNT, MATTHEW, CHARLES	CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER	Na	no	04/2020	Sep 9, 2015	Sep 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$326M	$325M	8	4	0	n/a	n/a
2024	Feb 7, 2025	$293M	$290M	7	4	0	n/a	n/a
2023	Feb 16, 2024	$261M	$258M	7	4	0	n/a	n/a
2022	Jan 11, 2023	$208M	$206M	7	4	0	n/a	n/a
2021	Jan 14, 2022	$231M	$229M	5	4	0	n/a	n/a
2020	Feb 1, 2021	$200M	$200M	4	3	0	n/a	n/a
2019	Jan 22, 2020	$184M	$184M	5	3	0	n/a	n/a
2018	Mar 25, 2019	$149M	$149M	5	3	0	n/a	n/a
2017	Mar 12, 2018	$153M	$153M	4	3	0	n/a	n/a
2016	Feb 17, 2017	$125M	$125M	4	3	n/a	n/a	n/a
2015	Jan 15, 2016	$106M	$106M	4	3	n/a	n/a	n/a
2014	Jan 23, 2015	$0	$0	3	2	n/a	n/a	n/a
2013	Jul 3, 2014	n/a	n/a	1	0	n/a	n/a	n/a
2012	Mar 18, 2013	n/a	n/a	1	0	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$326M	$293M	11.2%	$208M	16.2%	8	7	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UBS FINANCIAL SERVICES INC.	2	Feb 3, 2015	Dec 5, 2019	LOUISVILLE, KY	Team lift out	Other	0.0%

Relationships

Registered with (7)

← JEFFREY ALLEN WOODAdvisorregistration: current employment
Apr 18, 2025 to presentfactForm ADV
← Jack Kelly WilsonAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← ANDREW WILLIAM ARNOLDAdvisorregistration: current employment
Dec 5, 2019 to presentfactForm ADV
← MATTHEW CHARLES HUNTAdvisorregistration: current employment
Jan 23, 2015 to presentfactForm ADV
← Thomas TealAdvisorregistration: previous registration
Jul 21, 2022 to Apr 7, 2025factForm ADV
← Benjamin AhmetagicAdvisorregistration: previous registration
Aug 12, 2022 to Feb 27, 2025factForm ADV
← BENJAMIN JOSEPH DONINGERAdvisorregistration: previous registration
Sep 26, 2015 to Jun 14, 2022factForm ADV

Controls (1)

← ARNOLD, ANDREW, WILLIAMOwnerMANAGING MEMBER/CHIEF EXECUTIVE OFFICER, ownership code E, individual
Jan 23, 2015 to Sep 26, 2024factForm ADV

Owns (1)

← HUNT, MATTHEW, CHARLESOwnerCHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 9, 2015 to Sep 26, 2024factForm ADV

Moved with (1)

← UBS FINANCIAL SERVICES INC.Registered adviser2 advisors, team lift out
Feb 3, 2015 to Dec 5, 2019factForm ADV

Dated events

Occurred
Apr 7, 2025
Advisor changed firm
Thomas Teal left Centerline Wealth Advisors, Llc for Digital Ascension Group - Wealth (registered 2025-05-22)
Form ADVobserved 6 days ago
Occurred
Feb 27, 2025
Advisor changed firm
Benjamin Ahmetagic left Centerline Wealth Advisors, Llc for Root Financial Partners (registered 2025-01-22)
Form ADVobserved 6 days ago
Occurred
Jun 14, 2022
Advisor changed firm
Benjamin Joseph Doninger left Centerline Wealth Advisors, Llc for The Gleason Group, Inc. (registered 2022-07-12)
Form ADVobserved 6 days ago
Occurred
Jun 22, 2012
First Form ADV filing
Ballad Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2c52785-9201-5ad7-6f2e-76af729f8f02
First observed: Jun 22, 2012
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CENTERLINE WEALTH ADVISORS, LLC

CRD 164485

LOUISVILLE, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c2c52785-9201-5ad7-6f2e-76af729f8f02

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW CHARLES HUNT

n/a

LOUISVILLE, KY

ANDREW WILLIAM ARNOLD

n/a

LOUISVILLE, KY

Jack Kelly Wilson

Certified Financial Planner

LOUISVILLE, KY

n/a

JEFFREY ALLEN WOOD

Certified Financial Planner

LOUISVILLE, KY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARNOLD, ANDREW, WILLIAM

MANAGING MEMBER/CHIEF EXECUTIVE OFFICER

yes

01/2015

Jan 23, 2015

Sep 26, 2024

HUNT, MATTHEW, CHARLES

CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER

04/2020

Sep 9, 2015

Sep 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$326M

$325M

n/a

2024

Feb 7, 2025

$293M

$290M

n/a

2023

Feb 16, 2024

$261M

$258M

n/a

2022

Jan 11, 2023

$208M

$206M

n/a

2021

Jan 14, 2022

$231M

$229M

n/a

2020

Feb 1, 2021

$200M

n/a

2019

Jan 22, 2020

$184M

n/a

2018

Mar 25, 2019

$149M

n/a

2017

Mar 12, 2018

$153M

n/a

2016

Feb 17, 2017

$125M

n/a

2015

Jan 15, 2016

$106M

n/a

2014

Jan 23, 2015

n/a

2013

Jul 3, 2014

n/a

2012

Mar 18, 2013

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$326M

$293M

11.2%

$208M

16.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UBS FINANCIAL SERVICES INC.

Feb 3, 2015

Dec 5, 2019

LOUISVILLE, KY

Team lift out

Other

0.0%