DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••••• M••••••••• F•••••••• A•••••••
Legal name V•• D•• B••• M••••••••• I• I•••
Latest filing Mar 20, 2026
First filing on the tape Jan 12, 2012 · 48 filings
SEC status approved since Sep 13, 1979
RAUM
$680M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
82%
$559M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$68.0M
derived; firm RAUM over IAPD count
Employees
16
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$680M as of Mar 20, 2026
Mar 30, 2012$1.9B then
HNW client RAUM$389M as of Mar 20, 2026
Mar 29, 2018$435M then
State-registered IARs (5.B.3)10 as of Mar 20, 2026
Mar 27, 201314 then
Employees (5.A)16 as of Mar 20, 2026
Mar 27, 201341 then
Private funds: no history
RAUM +20% over the last fiscal year+14% a year over threeIARs 9 to 10
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $68.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 71derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $922,010derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 5.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +11%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.6%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, pension consulting, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$389M57%
- Individuals$170M25%
- Pension and profit-sharing plans$79.4M12%
- Investment companies$28.6M4.2%
- Charitable organizations$7.4M1.1%
- Corporations and businesses$4.7M0.7%
- Individual clients
- 576reported
- HNW clients
- 131reported
- Pension plan clients
- 10reported
- Charitable clients
- 7reported
- Accounts
- 737reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.82 fund_share=0.04 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• D•••• B••••••••Chartered Financial Analyst | Austin, Tx | Jan 22, 1999 | 39 y | 0 |
| A••••• V•• D•• B••• | Austin, Tx | Jan 22, 1999 | 52 y | 0 |
| A•••• S••••• B••••••••Chartered Financial Analyst | Austin, Tx | Jan 22, 1999 | 40 y | 0 |
| S•••• S••••• V•• D•• B•••Certified Financial Planner, Chartered Financial Consultant | Austin, Tx | Jan 22, 1999 | 34 y | 0 |
| J••• B•••••• D••••Certified Financial Planner | Austin, Tx | Nov 14, 2001 | 30 y | 0 |
| W•••••• H••• B•••••••• | Austin, Tx | Oct 18, 2002 | 24 y | 0 |
| L••• A•••••• S••••• | Austin, Tx | Jan 1, 2004 | 24 y | 0 |
| D•••• B• L••••Certified Financial Planner | Eagle, Co | Sep 15, 2004 | 31 y | 1 |
| M••• S••••• O•••••• | Austin, Tx | Jun 13, 2006 | 35 y | 1 |
| R••••• R•••• V•• D•• B••• | Austin, Tx | Dec 23, 2025 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- E••••• E••• B•••• to F••••• I•••••••••Apr 15, 2021 · RIA to RIA
- J••• W•••• P••••• to P•••••• W••••• M••••••••• L••Aug 29, 2019 · RIA to RIA
- D••••• W•••••• C•••••• to A••••••• P•••••• W•••••• L••Jul 28, 2015 · Other
- W•••••• E•••••• H•••• to C••••• A•••• A•••••••• L••Jun 16, 2015 · Other
- J••••• W••••••••• to M••••• W••••• A•••••••Mar 6, 2015 · Other
- R•••••• M•••••• J••• to T••••••• C••••••• L••Jan 26, 2015 · Other
- D•••• C• T••••••••• to R•• C•••••• M••••••• L••Oct 31, 2011 · Other
- M•••••• B•••• W••••••• to R• C••••••• L••Feb 29, 2008 · Other
Joined, latest
- D••••• W•••••• C•••••• from O•• G••••• I••••••••• I•••Oct 18, 2013 · Other
- J••••• W••••••••• from U••• F•••••••• P••••••• S•••••••Apr 1, 2008 · Other
- M••• S••••• O•••••• from C•••••• S••••• • C••• I•••Jun 13, 2006 · Other
- R•••••• M•••••• J••• from C•••••• S••••• • C••• I•••Oct 10, 2005 · Other
- D•••• B• L•••• from C•••••• S••••• • C••• I•••Sep 15, 2004 · Other
- J••• W•••• P••••• from C•••••• S••••• • C••• I•••Oct 8, 2003 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• J••••• D•••• · Co-Chief Investment Officer And Cfocontrolsince 01/1986 · owns 10% to 25%
- S•••••• L•••• A•••••• · Chief Compliance Officercontrolsince 12/2016 · owns less than 5%
- V•• D•• B•••• A••••• · Chairman And Co-Chief Investment Officercontrolsince 05/1974 · owns 25% to 50%
- V•• D•• B•••• S••••• S••••• · President And Coocontrolsince 05/1991 · owns 5% to 10%
- V•• D•• B•••• R•••••• · Shareholdersince 03/2022 · owns 5% to 10%
- V•••••• J•••••• B••••• · Shareholdersince 09/2005 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Austin, Tx · principal | 10 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 703 to 737Mar 19, 2025 to Mar 20, 2026
- Advisory employees · 11 to 12Mar 19, 2025 to Mar 20, 2026
- Charity clients · 6 to 7Mar 19, 2025 to Mar 20, 2026
- Corporate clients · 11 to 12Mar 19, 2025 to Mar 20, 2026
- HNW clients · 98 to 131Mar 19, 2025 to Mar 20, 2026
- Individual clients · 578 to 576Mar 19, 2025 to Mar 20, 2026
- Pension plan clients · 9 to 10Mar 19, 2025 to Mar 20, 2026
- Employees · 18 to 16Mar 19, 2025 to Mar 20, 2026
- State-registered IARs · 9 to 10Mar 19, 2025 to Mar 20, 2026
- Discretionary RAUM · $569M to $680MMar 19, 2025 to Mar 20, 2026
- HNW RAUM · $291M to $389MMar 19, 2025 to Mar 20, 2026
- Individual RAUM · $168M to $170MMar 19, 2025 to Mar 20, 2026
- Pension RAUM · $63.3M to $79.4MMar 19, 2025 to Mar 20, 2026
- RAUM · $569M to $680MMar 19, 2025 to Mar 20, 2026
- Accounts · 665 to 703Oct 17, 2024 to Mar 19, 2025
- Charity clients · 4 to 6Oct 17, 2024 to Mar 19, 2025
- HNW clients · 90 to 98Oct 17, 2024 to Mar 19, 2025
- Individual clients · 550 to 578Oct 17, 2024 to Mar 19, 2025
- Financial planning clients · 51-100 to 51-100Oct 17, 2024 to Mar 19, 2025
- State-registered IARs · 10 to 9Oct 17, 2024 to Mar 19, 2025
- Other offices · 2 to 1Oct 17, 2024 to Mar 19, 2025
- Discretionary RAUM · $501M to $569MOct 17, 2024 to Mar 19, 2025
- HNW RAUM · $250M to $291MOct 17, 2024 to Mar 19, 2025
- Individual RAUM · $153M to $168MOct 17, 2024 to Mar 19, 2025
- Pension RAUM · $58.7M to $63.3MOct 17, 2024 to Mar 19, 2025
- RAUM · $501M to $569MOct 17, 2024 to Mar 19, 2025
- Accounts · 656 to 665Sep 15, 2023 to Mar 22, 2024
- Charity clients · 3 to 4Sep 15, 2023 to Mar 22, 2024
- Corporate clients · 12 to 11Sep 15, 2023 to Mar 22, 2024
- HNW clients · 85 to 90Sep 15, 2023 to Mar 22, 2024
- Individual clients · 546 to 550Sep 15, 2023 to Mar 22, 2024
- Financial planning clients · 26-50 to 51-100Sep 15, 2023 to Mar 22, 2024
- Discretionary RAUM · $461M to $501MSep 15, 2023 to Mar 22, 2024
- HNW RAUM · $225M to $250MSep 15, 2023 to Mar 22, 2024
- Individual RAUM · $145M to $153MSep 15, 2023 to Mar 22, 2024
- Pension RAUM · $52.7M to $58.7MSep 15, 2023 to Mar 22, 2024
- RAUM · $461M to $501MSep 15, 2023 to Mar 22, 2024
- Wrap assets (manager) · 1791768.0 to unsetSep 15, 2023 to Mar 22, 2024
- Wrap assets (sponsor) · 0.0 to unsetSep 15, 2023 to Mar 22, 2024
- Accounts · 687 to 656Oct 26, 2022 to Mar 10, 2023
Signals
2 dated events
- C•••••• M••••••••• F•••••••• A••••••• reported RAUM $461.4M, down 36% from $718.7M (2022-10-26 to 2023-03-10)Mar 10, 2023 · RAUM change · derived
- C•••••• M••••••••• F•••••••• A••••••• reported RAUM $618.2M, down 28% from $855.6M (2020-10-07 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/century-management/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 512-329-0050reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $68.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026