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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CENTRIC ADVISORS, LLC

CRD 282477

CYPRESS, 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:ffc079f1-8e89-e538-434e-c35cf4a6028d

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 8
On other graphs: 0
Observed: May 28, 2021 to Apr 2, 2026
19 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=0.82 fund_share=0.0 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $211MItem 5.F on the latest filing (2026-04-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $163M
Private client RAUM: $173MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $42.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 966
Individual clients: 892
High net worth clients: 21
SEC number: 801-121623
CRD: 282477
Filings on the tape: 19
First filed: May 28, 2021
Latest filed: Apr 2, 2026
Organised: Limited Liability Company, TX

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
RICHARD CULL	Chartered Financial Analyst	CYPRESS, TX \| New Caney, TX	8	20	4	no
WARD WESLEY MOLEN	n/a	CYPRESS, TX	7	38	4	no
BENTLY GORDON FORD	n/a	CYPRESS, TX \| Tyler, TX	4	29	4	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CENTRIC INCOME FUND LLC	Securitized Asset Fund	$2.1M	Apr 21, 2023	0	Mar 30, 2022	reported	021-1924004

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
MAJORS, ZACHARY, THOMAS	CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER	E	yes	11/2015	May 28, 2021	May 4, 2024
MONDRAGON, OSCAR, RAUL	CHIEF OPERATIONS OFFICER	C	yes	11/2015	May 28, 2021	May 4, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Cupertino	CA	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 2026	$211M	$163M	11	7	1	n/a	n/a
2024	Mar 7, 2025	$227M	$179M	13	8	1	n/a	n/a
2023	Mar 14, 2024	$178M	$151M	13	11	1	n/a	n/a
2022	Feb 17, 2023	$151M	$127M	20	10	1	1	$2.1M
2021	Mar 30, 2022	$169M	$151M	11	11	2	1	$0

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	4	-4	80.0%	0	1	0	0	5

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	$211M	$227M	-6.9%	$151M	12.0%	11	13	1	1

Relationships

Advises (1)

→ CENTRIC INCOME FUND LLCPrivate fundSecuritized Asset Fund, IA
Mar 30, 2022 to presentfactForm ADV

Registered with (20)

← BENTLY GORDON FORDAdvisorregistration: current employment
Mar 11, 2022 to presentfactForm ADV
← WARD WESLEY MOLENAdvisorregistration: current employment
Aug 7, 2019 to presentfactForm ADV
← RICHARD CULLAdvisorregistration: current employment
Apr 2, 2018 to presentfactForm ADV
← OSCAR RAUL MONDRAGONAdvisorregistration: current employment
May 19, 2016 to presentfactForm ADV
← ZACHARY THOMAS MAJORSAdvisorregistration: current employment
May 13, 2016 to presentfactForm ADV
← LINDY CHANAdvisorregistration: previous registration
Jan 17, 2020 to Aug 26, 2026factForm ADV
← GARY DUWAYNE WURLAdvisorregistration: previous registration
Dec 17, 2018 to Jun 17, 2026factForm ADV
← Joseph Randolph IngramAdvisorregistration: previous registration
Jan 2, 2018 to Apr 10, 2026factForm ADV
← ERIC GIN WAI LIANAdvisorregistration: previous registration
Mar 21, 2019 to Nov 17, 2025factForm ADV
← VICTORIA Louise CooperAdvisorregistration: previous registration
Aug 7, 2018 to Feb 25, 2025factForm ADV
← Brandy Alexander ArizaAdvisorregistration: previous registration
Dec 14, 2018 to Feb 21, 2023factForm ADV
← STEVEN BRIAN CASTROAdvisorregistration: previous registration
Jan 22, 2019 to Dec 21, 2022factForm ADV
← BLAKE M. DOUGLASAdvisorregistration: previous registration
Jan 4, 2019 to Nov 8, 2021factForm ADV
← HECTOR ROBERTO CASTELLANOSAdvisorregistration: previous registration
Jan 27, 2020 to Jul 26, 2021factForm ADV
← MARK ANDREW RUZICKAAdvisorregistration: previous registration
Sep 19, 2017 to May 27, 2021factForm ADV
← SHAUN MARSHALL TAYLORAdvisorregistration: previous registration
Apr 8, 2020 to Mar 5, 2021factForm ADV
← STOY TYREE HALLAdvisorregistration: previous registration
May 19, 2017 to Dec 8, 2020factForm ADV
← Joshua Alan KloewerAdvisorregistration: previous registration
Feb 13, 2020 to Dec 8, 2020factForm ADV
← JOB MARCEL LOUIMEUSAdvisorregistration: previous registration
Mar 30, 2017 to Jun 19, 2020factForm ADV
← BRIAN MATTHEW CAMPBELLAdvisorregistration: previous registration
Sep 28, 2018 to Jul 30, 2019factForm ADV

Controls (2)

← MAJORS, ZACHARY, THOMASOwnerCHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 28, 2021 to May 4, 2024factForm ADV
← MONDRAGON, OSCAR, RAULOwnerCHIEF OPERATIONS OFFICER, ownership code C, individual
May 28, 2021 to May 4, 2024factForm ADV

Dated events

Occurred
Aug 26, 2026
Advisor changed firm
Lindy Chan left Centric Advisors, Llc for Vibrance Wealth Management Llc (registered 2026-09-03)
Form ADVobserved 3 days ago
Occurred
Jun 17, 2026
Advisor changed firm
Gary Duwayne Wurl left Centric Advisors, Llc for Concurrent Investment Advisors, Llc (registered 2026-05-28)
Form ADVobserved 3 days ago
Occurred
Apr 10, 2026
Advisor changed firm
Joseph Randolph Ingram left Centric Advisors, Llc for Entrewealth (registered 2026-04-14)
Form ADVobserved 3 days ago
Occurred
Nov 17, 2025
Advisor changed firm
Eric Gin Wai Lian left Centric Advisors, Llc for Per Stirling Capital Management, Llc (registered 2025-11-17)
Form ADVobserved 3 days ago
Occurred
Feb 25, 2025
Advisor changed firm
Victoria Louise Cooper left Centric Advisors, Llc for Park Avenue Securities Llc (registered 2025-03-27)
Form ADVobserved 3 days ago
Occurred
Feb 21, 2023
Advisor changed firm
Brandy Alexander Ariza left Centric Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2023-02-21)
Form ADVobserved 3 days ago
Occurred
Dec 21, 2022
Advisor changed firm
Steven Brian Castro left Centric Advisors, Llc for Exos Wealth Strategies, Llc (registered 2023-10-13)
Form ADVobserved 3 days ago
Occurred
May 28, 2021
First Form ADV filing
Centric Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ffc079f1-8e89-e538-434e-c35cf4a6028d
First observed: May 28, 2021
Last observed: Apr 2, 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.

CENTRIC ADVISORS, LLC

CRD 282477

CYPRESS, 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:ffc079f1-8e89-e538-434e-c35cf4a6028d

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:20 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD CULL

Chartered Financial Analyst

CYPRESS, TX | New Caney, TX

WARD WESLEY MOLEN

n/a

CYPRESS, TX

BENTLY GORDON FORD

n/a

CYPRESS, TX | Tyler, TX

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CENTRIC INCOME FUND LLC

Securitized Asset Fund

$2.1M

Apr 21, 2023

Mar 30, 2022

reported

021-1924004

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAJORS, ZACHARY, THOMAS

CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER

yes

11/2015

May 28, 2021

May 4, 2024

MONDRAGON, OSCAR, RAUL

CHIEF OPERATIONS OFFICER

yes

11/2015

May 28, 2021

May 4, 2024

City

State

Country

Employees

Also broker-dealer

Cupertino

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 2, 2026

$211M

$163M

n/a

2024

Mar 7, 2025

$227M

$179M

n/a

2023

Mar 14, 2024

$178M

$151M

n/a

2022

Feb 17, 2023

$151M

$127M

$2.1M

2021

Mar 30, 2022

$169M

$151M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

80.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$211M

$227M

-6.9%

$151M

12.0%