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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CENTENNIAL ADVISORS, LLC

CRD 290778

AUSTIN, TX

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:cc066c7b-ec0d-5ce9-928d-a07a2784c68f

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 0
Observed: Nov 16, 2021 to Mar 30, 2026
13 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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $237MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $237M
Private client RAUM: $232MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $29.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 9
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,188
Individual clients: 409
High net worth clients: 47
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $103M
SEC number: 801-122886
CRD: 290778
Filings on the tape: 13
First filed: Nov 16, 2021
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, TX
Website: iwanttoretirewell.com

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
MICHAEL DUANE REESE	Certified Financial Planner	AUSTIN, TX	8	31	2	no
ELIZABETH MARIE Torres	n/a	AUSTIN, TX	7	22	4	no
KEVIN EUGENE WADE	n/a	AUSTIN, TX \| SALADO, TX	7	10	1	no
Jeremy Russell Aston	Chartered Financial Analyst	AUSTIN, TX	3	17	n/a	no
Christopher Kelly Larson	n/a	AUSTIN, TX	3	10	n/a	no
Jason Carroll Smith	Certified Financial Planner	AUSTIN, TX	1	15	1	no
JEFFREY M ROSSMANN	n/a	AUSTIN, TX \| SAN ANTONIO, TX	0	25	n/a	no
ABRAHAM MARTINEZ	Certified Financial Planner	AUSTIN, TX	0	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
REESE, MICHAEL, DUANE	Owner	E	yes	01/2018	Nov 16, 2021	Oct 18, 2024
REESE, MICHAEL, DUANE	FOUNDER, CEO	Na	yes	08/2017	Nov 16, 2021	Oct 18, 2024
THE MKR GROUP, LLC	Owner	E	yes	01/2018	Nov 16, 2021	Oct 18, 2024
PRIEUR, KRISTIN, LYNNE	CHIEF COMPLIANCE OFFICER	Na	no	02/2024	Mar 29, 2024	Oct 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Georgetown	TX	United States	3	no
Salado	TX	United States	1	no

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; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$237M	$237M	22	9	3	1	n/a
2024	Mar 23, 2025	$170M	$170M	16	6	2	n/a	n/a
2023	Mar 29, 2024	$119M	$119M	16	6	2	n/a	n/a
2022	Mar 17, 2023	$106M	$102M	14	7	2	n/a	n/a
2021	Mar 31, 2022	$121M	$115M	14	5	2	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
1	0	1	0.0%	0	0	0	2	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	$237M	$170M	39.8%	$106M	30.8%	22	16	3	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CENTENNIAL WEALTH ADVISORY, LLC	2	May 3, 2019	Apr 4, 2019	TRAVERSE CITY, MI	Team lift out	RIA to RIA	25.0%

Relationships

Registered with (10)

← ABRAHAM MARTINEZAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← JEFFREY M ROSSMANNAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← Jason Carroll SmithAdvisorregistration: current employment
Oct 28, 2024 to presentfactForm ADV
← Christopher Kelly LarsonAdvisorregistration: current employment
Sep 12, 2023 to presentfactForm ADV
← Jeremy Russell AstonAdvisorregistration: current employment
Jan 26, 2023 to presentfactForm ADV
← KEVIN EUGENE WADEAdvisorregistration: current employment
Apr 4, 2019 to presentfactForm ADV
← ELIZABETH MARIE TorresAdvisorregistration: current employment
Mar 25, 2019 to presentfactForm ADV
← MICHAEL DUANE REESEAdvisorregistration: current employment
Mar 29, 2018 to presentfactForm ADV
← JONATHAN BLAKE BURKLUNDAdvisorregistration: previous registration
Jan 28, 2022 to Apr 16, 2024factForm ADV
← FRIEND MICHAEL WILLIAMSAdvisorregistration: previous registration
Apr 19, 2021 to Feb 20, 2024factForm ADV

Controls (2)

← REESE, MICHAEL, DUANEOwnerOWNER, ownership code E, individual
Nov 16, 2021 to Oct 18, 2024factForm ADV
← THE MKR GROUP, LLCOwnerOWNER, ownership code E, domestic entity
Nov 16, 2021 to Oct 18, 2024factForm ADV

Owns (1)

← PRIEUR, KRISTIN, LYNNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2024 to Oct 18, 2024factForm ADV

Moved with (1)

← CENTENNIAL WEALTH ADVISORY, LLCRegistered adviser2 advisors, team lift out, same day
May 3, 2019 to Apr 4, 2019factForm ADV

Dated events

Occurred
Apr 16, 2024
Advisor changed firm
Jonathan Blake Burklund left Centennial Advisors, Llc for Alphastar Capital Management (registered 2024-05-29)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Control person left
Perdue Alisha Dowell (Chief Compliance Officer) no longer on Schedule A of Centennial Advisors, Llc (listed 2023-03-17, absent 2024-03-29)
Form ADVobserved 4 days ago
Occurred
Feb 20, 2024
Advisor changed firm
Friend Michael Williams left Centennial Advisors, Llc for Alphastar Capital Management (registered 2024-02-23)
Form ADVobserved 4 days ago
Occurred
Nov 16, 2021
First Form ADV filing
Centennial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc066c7b-ec0d-5ce9-928d-a07a2784c68f
First observed: Nov 16, 2021
Last observed: Mar 30, 2026 5 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.

CENTENNIAL ADVISORS, LLC

CRD 290778

AUSTIN, TX

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:cc066c7b-ec0d-5ce9-928d-a07a2784c68f

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL DUANE REESE

Certified Financial Planner

AUSTIN, TX

ELIZABETH MARIE Torres

n/a

AUSTIN, TX

KEVIN EUGENE WADE

n/a

AUSTIN, TX | SALADO, TX

Jeremy Russell Aston

Chartered Financial Analyst

AUSTIN, TX

n/a

Christopher Kelly Larson

n/a

AUSTIN, TX

n/a

Jason Carroll Smith

Certified Financial Planner

AUSTIN, TX

JEFFREY M ROSSMANN

n/a

AUSTIN, TX | SAN ANTONIO, TX

n/a

ABRAHAM MARTINEZ

Certified Financial Planner

AUSTIN, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

REESE, MICHAEL, DUANE

Owner

yes

01/2018

Nov 16, 2021

Oct 18, 2024

REESE, MICHAEL, DUANE

FOUNDER, CEO

yes

08/2017

Nov 16, 2021

Oct 18, 2024

THE MKR GROUP, LLC

Owner

yes

01/2018

Nov 16, 2021

Oct 18, 2024

PRIEUR, KRISTIN, LYNNE

CHIEF COMPLIANCE OFFICER

02/2024

Mar 29, 2024

Oct 18, 2024

City

State

Country

Employees

Also broker-dealer

Georgetown

United States

Salado

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$237M

n/a

2024

Mar 23, 2025

$170M

n/a

2023

Mar 29, 2024

$119M

n/a

2022

Mar 17, 2023

$106M

$102M

n/a

2021

Mar 31, 2022

$121M

$115M

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

$237M

$170M

39.8%

$106M

30.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CENTENNIAL WEALTH ADVISORY, LLC

May 3, 2019

Apr 4, 2019

TRAVERSE CITY, MI

Team lift out

RIA to RIA

25.0%