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.
Former SEC-registered adviser
Centennial Partners, LLC
Latest filing Aug 3, 2012
First filing on the tape Mar 27, 2012 · 4 filings
RAUM
$736M
reported, Item 5.F
Discretionary
27%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
n/a
n/a advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
8
$261M gross assets
History
4 filings and snapshots on the tape
RAUM$736M as of Aug 3, 2012
Mar 27, 2012$736M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 3, 2012
Mar 27, 20120 then
Employees (5.A): no history
Private funds8 as of Aug 3, 2012
Mar 27, 20128 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 3, 2012; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $81.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 27%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $199M, 8 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $199M for 8 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- John G. Mccolskey to UBS Financial Services Inc.Jan 17, 2013 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Wright John Apperson · Managing Director/Indirect Ownercontrolsince 01/2007 · owns less than 5%
- Marie Tina Badciong · Cfo/Indirect Ownercontrolsince 12/2003 · owns less than 5%
- Gordon John Mccolskey · Presidentcontrolsince 04/2012 · owns less than 5%
- B. Laura Meek · Chief Compliance Officercontrolsince 09/2011 · owns less than 5%
- Joseph Thomas Meredith · Chairman Of Board Of Managers/Indirect Ownercontrolsince 04/2012 · owns 25% to 50%
- Shannon Michael Rhodes · Managing Directorcontrolsince 10/2005 · owns less than 5%
- Charles Alex Smith · Member Board Of Managers/Indirect Ownercontrolsince 04/2012 · owns 25% to 50%
- Stanley Joseph Wade · Cio/ Indirect Ownercontrolsince 07/2003 · owns 10% to 25%
- Lee Spence Wilson · Member Board Of Managerscontrolsince 05/2004 · owns less than 5%
- Lynn Meredith · Member/Trusteecontrolsince 05/2003 · owns 50% to 75% of Meredith Family Revocable Trust
- Joseph Thomas Meredith · Owner/Trusteecontrolsince 01/2012 · owns 50% to 75% of Meredith Family Revocable Trust
- Charles Alex Smith · Managing Membercontrolsince 01/2012 · owns 75% or more of Zilker Park Ventures, LLC
- Stanley Joseph Wade · Managing Membercontrolsince 04/2012 · owns 50% to 75% of Chinkapin Investment Company LLC
- Kemmons Jr Charles Wilson · Ownercontrolsince 05/2004 · owns 25% to 50% of Wilson Capital Partners, LLC
- Allen Robert Wilson · Ownercontrolsince 05/2004 · owns 25% to 50% of Wilson Capital Partners, LLC
- Dixon Alice Grotnes · Membersince 12/1995 · owns 25% to 50% of Dixon Capital LP
Entity owners
- Zilker Park Partners, LLC · Memberdirect · owns 50% to 75%
- Meredith Family Revocable Trust · Ownerindirect · owns 75% or more of Zilker Park Capital, LLC
- Zilker Park Capital, LLC · Ownerindirect · owns 50% to 75% of Zilker Park Partners, LLC
- Zilker Park Ventures, LLC · Ownerindirect · owns 50% to 75% of Zilker Park Partners, LLC
- Chinkapin Investment Company, LLC · Memberdirect · owns 10% to 25%
- Wilson Capital Partners, LLC · Memberdirect · owns 10% to 25%
- Dixon Capital LP · Memberindirect · owns 25% to 50% of Chinkapin Investment Company, LLC
Related persons
Schedule D 7.A
- Meritage Capitalinvestment adviserpooled vehicle sponsoryRAUM $1.1B
Offices
Schedule D 1.F, the 25 largest
- Austin, TX
- Miami, FL
What changed
consecutive filings, newest first
- Financial planning clients · 0 to unsetMar 27, 2012 to Apr 24, 2012
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026