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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CENTRIC WEALTH MANAGEMENT, LLC

CRD 133877

CHICAGO, IL

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:e3cfcebb-d74b-bf00-39de-c328a16390d3

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 0
Observed: Jan 18, 2012 to Jul 7, 2026
47 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=0.95 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $793MItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $793M
Private client RAUM: $757MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $99.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,590
Individual clients: 442
High net worth clients: 126
Custody, client assets: $75.5M
SEC number: 801-63837
CIK: 1752761
CRD: 133877
Filings on the tape: 47
First filed: Jan 18, 2012
Latest filed: Jul 7, 2026
Organised: Limited Liability Company, IL
Website: faroadvisory.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
STACIE J'ANN ZAPFEL	n/a	CHICAGO, IL	10	21	n/a	no
GARETT JOSEPH NESBITT	n/a	Bannockburn, IL \| CHICAGO, IL	8	11	n/a	no
VIRGIL JOHN RUTILI	Certified Financial Planner	Chicago, IL	8	27	1	yes
Kelli Darner Wang	n/a	CHICAGO, IL	8	21	1	no
CATALINA ULLOA	n/a	CHICAGO, IL	8	11	1	no
JUAN CARLOS AVILA	n/a	CHICAGO, IL	3	36	3	no
GAVIN PATRICK DOYLE	n/a	CHICAGO, IL	3	11	n/a	no
ELLIS TEMISTOCLES RUTILI	n/a	CHICAGO, IL	1	13	1	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
FGMK ADVISORY, LLC	Member	D	yes	07/2006	Jan 18, 2012	Oct 9, 2024
RUTILI, VIRGIL, JOHN	Member	D	yes	03/2018	Mar 9, 2018	Oct 9, 2024
FGMK BUSINESS HOLDINGS, LLC	Member	E	no	07/2006	Aug 31, 2015	Oct 9, 2024
FGMK INVESTMENTS, LLC	Member	F	no	07/2006	Aug 26, 2015	Oct 9, 2024
ZAPFEL, STACIE, J'ANN	CHIEF COMPLIANCE OFFICER	Na	no	01/2012	Jan 18, 2012	Oct 9, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
OAKBROOK TERRACE	IL	United States	2	no
Bannockburn	IL	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 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 13, 2026	$793M	$793M	15	8	2	n/a	n/a
2024	Mar 21, 2025	$726M	$724M	13	10	2	n/a	n/a
2023	Mar 15, 2024	$659M	$648M	11	8	2	n/a	n/a
2022	Mar 1, 2023	$448M	$448M	7	3	2	n/a	n/a
2021	Mar 24, 2022	$529M	$220M	6	5	1	n/a	n/a
2020	Mar 26, 2021	$406M	$398M	5	3	1	n/a	n/a
2019	Mar 25, 2020	$515M	$313M	6	4	1	n/a	n/a
2018	Mar 14, 2019	$695M	$440M	6	3	2	n/a	n/a
2017	Mar 9, 2018	$177M	$90.2M	6	5	2	n/a	n/a
2016	Mar 7, 2017	$170M	$106M	1	1	n/a	n/a	n/a
2015	Mar 3, 2016	$109M	$68.8M	1	1	n/a	n/a	n/a
2014	Feb 13, 2015	$116M	$74.8M	1	1	n/a	n/a	n/a
2013	Feb 11, 2014	$121M	$78.1M	2	1	n/a	n/a	n/a
2012	Feb 1, 2013	$115M	$55.0M	2	1	n/a	n/a	n/a
2011	Mar 20, 2012	$108M	$69.9M	n/a	n/a	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	1	-1	12.5%	0	0	0	2	1

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	$793M	$726M	9.3%	$448M	20.9%	15	13	2	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	2	Mar 13, 2018	Mar 23, 2018	CHICAGO, IL	Team lift out	Wirehouse to RIA	0.0%

Relationships

Registered with (9)

← ELLIS TEMISTOCLES RUTILIAdvisorregistration: current employment
Nov 18, 2024 to presentfactForm ADV
← GAVIN PATRICK DOYLEAdvisorregistration: current employment
Aug 31, 2023 to presentfactForm ADV
← JUAN CARLOS AVILAAdvisorregistration: current employment
May 5, 2023 to presentfactForm ADV
← Kelli Darner WangAdvisorregistration: current employment
Mar 23, 2018 to presentfactForm ADV
← CATALINA ULLOAAdvisorregistration: current employment
Mar 23, 2018 to presentfactForm ADV
← VIRGIL JOHN RUTILIAdvisorregistration: current employment
Mar 15, 2018 to presentfactForm ADV
← GARETT JOSEPH NESBITTAdvisorregistration: current employment
Mar 5, 2018 to presentfactForm ADV
← STACIE J'ANN ZAPFELAdvisorregistration: current employment
Jul 28, 2016 to presentfactForm ADV
← RANDAL LAWRENCE GOLDENAdvisorregistration: previous registration
Feb 9, 2005 to May 9, 2012factForm ADV

Controls (2)

← RUTILI, VIRGIL, JOHNOwnerMEMBER, ownership code D, individual
Mar 9, 2018 to Oct 9, 2024factForm ADV
← FGMK ADVISORY, LLCOwnerMEMBER, ownership code D, domestic entity
Jan 18, 2012 to Oct 9, 2024factForm ADV

Owns (3)

← ZAPFEL, STACIE, J'ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 18, 2012 to Oct 9, 2024factForm ADV
← FGMK BUSINESS HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Aug 31, 2015 to Oct 9, 2024factForm ADV
← FGMK INVESTMENTS, LLCOwnerMEMBER, ownership code F, domestic entity
Aug 26, 2015 to Oct 9, 2024factForm ADV

Moved with (1)

← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser2 advisors, team lift out, same day
Mar 13, 2018 to Mar 23, 2018factForm ADV

Dated events

Occurred
Mar 15, 2024
Regulatory AUM changed
Centric Wealth Management, Llc reported RAUM $659.2M, up 47% from $448.5M (2024-01-09 to 2024-03-15)
Form ADVobserved 5 days ago
$211M
Occurred
Mar 24, 2022
Regulatory AUM changed
Centric Wealth Management, Llc reported RAUM $529.4M, up 30% from $406.3M (2021-04-16 to 2022-03-24)
Form ADVobserved 5 days ago
$123M
Occurred
Mar 25, 2020
Regulatory AUM changed
Centric Wealth Management, Llc reported RAUM $514.6M, down 26% from $695.3M (2019-03-14 to 2020-03-25)
Form ADVobserved 5 days ago
$-181M
Occurred
Mar 14, 2019
Regulatory AUM changed
Centric Wealth Management, Llc reported RAUM $695.3M, up 292% from $177.3M (2018-04-03 to 2019-03-14)
Form ADVobserved 5 days ago
$518M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3cfcebb-d74b-bf00-39de-c328a16390d3
First observed: Jan 18, 2012
Last observed: Jul 7, 2026 2 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.

CENTRIC WEALTH MANAGEMENT, LLC

CRD 133877

CHICAGO, IL

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:e3cfcebb-d74b-bf00-39de-c328a16390d3

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STACIE J'ANN ZAPFEL

n/a

CHICAGO, IL

n/a

GARETT JOSEPH NESBITT

n/a

Bannockburn, IL | CHICAGO, IL

n/a

VIRGIL JOHN RUTILI

Certified Financial Planner

Chicago, IL

yes

Kelli Darner Wang

n/a

CHICAGO, IL

CATALINA ULLOA

n/a

CHICAGO, IL

JUAN CARLOS AVILA

n/a

CHICAGO, IL

GAVIN PATRICK DOYLE

n/a

CHICAGO, IL

n/a

ELLIS TEMISTOCLES RUTILI

n/a

CHICAGO, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FGMK ADVISORY, LLC

Member

yes

07/2006

Jan 18, 2012

Oct 9, 2024

RUTILI, VIRGIL, JOHN

Member

yes

03/2018

Mar 9, 2018

Oct 9, 2024

FGMK BUSINESS HOLDINGS, LLC

Member

07/2006

Aug 31, 2015

Oct 9, 2024

FGMK INVESTMENTS, LLC

Member

07/2006

Aug 26, 2015

Oct 9, 2024

ZAPFEL, STACIE, J'ANN

CHIEF COMPLIANCE OFFICER

01/2012

Jan 18, 2012

Oct 9, 2024

City

State

Country

Employees

Also broker-dealer

OAKBROOK TERRACE

United States

Bannockburn

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 13, 2026

$793M

n/a

2024

Mar 21, 2025

$726M

$724M

n/a

2023

Mar 15, 2024

$659M

$648M

n/a

2022

Mar 1, 2023

$448M

n/a

2021

Mar 24, 2022

$529M

$220M

n/a

2020

Mar 26, 2021

$406M

$398M

n/a

2019

Mar 25, 2020

$515M

$313M

n/a

2018

Mar 14, 2019

$695M

$440M

n/a

2017

Mar 9, 2018

$177M

$90.2M

n/a

2016

Mar 7, 2017

$170M

$106M

n/a

2015

Mar 3, 2016

$109M

$68.8M

n/a

2014

Feb 13, 2015

$116M

$74.8M

n/a

2013

Feb 11, 2014

$121M

$78.1M

n/a

2012

Feb 1, 2013

$115M

$55.0M

n/a

2011

Mar 20, 2012

$108M

$69.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$793M

$726M

9.3%

$448M

20.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 13, 2018

Mar 23, 2018

CHICAGO, IL

Team lift out

Wirehouse to RIA

0.0%