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.
SEC-registered adviser
Centennial Advisors, LLC
Latest filing Mar 30, 2026
First filing on the tape Nov 16, 2021 · 13 filings
SEC status approved since Dec 16, 2021
RAUM
$237M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$232M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$29.7M
derived; firm RAUM over IAPD count
Employees
22
9 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
1
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$237M as of Mar 30, 2026
Mar 31, 2022$121M then
HNW client RAUM$90.8M as of Mar 30, 2026
Mar 31, 2022$38.2M then
State-registered IARs (5.B.3)9 as of Mar 30, 2026
Mar 31, 20225 then
Employees (5.A)22 as of Mar 30, 2026
Mar 31, 202214 then
Private funds: 1
RAUM +40% over the last fiscal year+31% a year over threeIARs 6 to 9offices 2 to 3
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $29.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 57derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $199,771derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.8derivedItem 5.A over advisors
- Advisors per office
- 2.0derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +40%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +21%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Wrap fee program
- $227MreportedItem 5.I
- Custody
- $103M, 528 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
- is an insurance broker or agent (6.A.6)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$141M59%
- High-net-worth individuals$90.8M38%
- Pension and profit-sharing plans$4.8M2.0%
- Corporations and businesses$1.1M0.4%
- Individual clients
- 409reported
- HNW clients
- 47reported
- Pension plan clients
- 10reported
- Charitable clients
- 0reported
- Accounts
- 1,188reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $103M for 528 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Duane ReeseCertified Financial Planner | Austin, Tx | Mar 29, 2018 | 31 y | 2 |
| Elizabeth Marie Torres | Austin, Tx | Mar 25, 2019 | 22 y | 4 |
| Kevin Eugene Wade | Austin, Tx | Apr 4, 2019 | 10 y | 1 |
| Jeremy Russell AstonChartered Financial Analyst | Austin, Tx | Jan 26, 2023 | 17 y | 0 |
| Christopher Kelly Larson | Austin, Tx | Sep 12, 2023 | 10 y | 0 |
| Jason Carroll SmithCertified Financial Planner | Austin, Tx | Oct 28, 2024 | 15 y | 1 |
| Jeffrey M Rossmann | Austin, Tx | Dec 1, 2025 | 25 y | 0 |
| Abraham MartinezCertified Financial Planner | Austin, Tx | Jun 3, 2026 | 12 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Jonathan Blake Burklund to Alphastar Capital ManagementApr 16, 2024 · RIA to RIA
- Friend Michael Williams to Alphastar Capital ManagementFeb 20, 2024 · RIA to RIA
Joined, latest
- Abraham Martinez from Fisher InvestmentsJun 3, 2026 · RIA to RIA
- Jason Carroll Smith from Raymond James & Associates, Inc.Oct 28, 2024 · Affiliated broker-dealer or bank to independent RIA
- Jonathan Blake Burklund from Ae Wealth Management, LLCJan 28, 2022 · RIA to RIA
- Friend Michael Williams from Park Avenue Securities LLCApr 19, 2021 · Affiliated broker-dealer or bank to independent RIA
- Kevin Eugene Wade from Centennial Wealth Advisory, LLCApr 4, 2019 · RIA to RIA
- Elizabeth Marie Torres from Centennial Wealth Advisory, LLCMar 25, 2019 · RIA to RIA
- Michael Duane Reese from Reap Financial Group, LLCMar 29, 2018 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Centennial Wealth Advisory, LLCMay 3, 2019 · Traverse City, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Duane Michael Reese · Founder, Ceocontrolsince 08/2017 · owns less than 5%
- Duane Michael Reese · Ownercontrolsince 01/2018 · owns 75% or more of The Mkr Group, LLC
- Lynne Kristin Prieur · Chief Compliance Officersince 02/2024 · owns less than 5%
Entity owners
- The Mkr Group, LLC · Ownerdirect · owns 75% or more
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 | 8 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Georgetown, TX3 employees
- Salado, TX1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- advisor count surgeChange between filings · filing Mar 30, 2026advisory representatives (Item 5.B.3) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-03-23 and 2026-03-30; the peer median change was 0.0% (965 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $100M to $500M (965) · 97% percentile
- business activity changedChange between filings · filing Mar 30, 2026advises private funds (Item 7.B): no on the filing of 2025-06-26, yes on the filing of 2026-03-30peers: independent wealth managers, $100M to $500M (5,676)
- custody status changedChange between filings · filing Mar 30, 2026custody of client assets (Item 9.A): no on the filing of 2025-06-26, yes on the filing of 2026-03-30peers: independent wealth managers, $100M to $500M (5,676)
- RAUM up 25 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $169,816,405 to $237,327,848 (+40.0%) between the annual amendments of 2025-03-23 and 2026-03-30; the peer median change was +15.0% (4551 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 981 to 1,188Jun 26, 2025 to Mar 30, 2026
- Advisory employees · 6 to 9Jun 26, 2025 to Mar 30, 2026
- Corporate clients · 6 to 2Jun 26, 2025 to Mar 30, 2026
- HNW clients · 42 to 47Jun 26, 2025 to Mar 30, 2026
- Individual clients · 336 to 409Jun 26, 2025 to Mar 30, 2026
- Pension plan clients · 26 to 10Jun 26, 2025 to Mar 30, 2026
- Assets in custody · unset to 103097713.0Jun 26, 2025 to Mar 30, 2026
- Custody of client assets · false to trueJun 26, 2025 to Mar 30, 2026
- Employees · 16 to 22Jun 26, 2025 to Mar 30, 2026
- Insurance-licensed employees · 1 to 0Jun 26, 2025 to Mar 30, 2026
- State-registered IARs · 6 to 9Jun 26, 2025 to Mar 30, 2026
- Private funds · unset to 1Jun 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $170M to $237MJun 26, 2025 to Mar 30, 2026
- HNW RAUM · $69.6M to $90.8MJun 26, 2025 to Mar 30, 2026
- Individual RAUM · $94.7M to $141MJun 26, 2025 to Mar 30, 2026
- Pension RAUM · $4.5M to $4.8MJun 26, 2025 to Mar 30, 2026
- RAUM · $170M to $237MJun 26, 2025 to Mar 30, 2026
- Financial planning clients · 251-500 to 251-500May 2, 2025 to Jun 26, 2025
- Other offices · 2 to 3May 2, 2025 to Jun 26, 2025
- Accounts · 789 to 981Feb 24, 2025 to Mar 23, 2025
- Corporate clients · 0 to 6Feb 24, 2025 to Mar 23, 2025
- HNW clients · 28 to 42Feb 24, 2025 to Mar 23, 2025
- Individual clients · 317 to 336Feb 24, 2025 to Mar 23, 2025
- Pension plan clients · 0 to 26Feb 24, 2025 to Mar 23, 2025
- Discretionary RAUM · $119M to $170MFeb 24, 2025 to Mar 23, 2025
- HNW RAUM · $38.6M to $69.6MFeb 24, 2025 to Mar 23, 2025
- Individual RAUM · $80.3M to $94.7MFeb 24, 2025 to Mar 23, 2025
- Pension RAUM · $0 to $4.5MFeb 24, 2025 to Mar 23, 2025
- RAUM · $119M to $170MFeb 24, 2025 to Mar 23, 2025
- Wrap assets (manager) · $119M to $0Feb 24, 2025 to Mar 23, 2025
- Wrap assets (sponsor) · $119M to $0Feb 24, 2025 to Mar 23, 2025
- Wrap assets (manager) · unset to 118918920.0Jun 14, 2024 to Oct 18, 2024
- Wrap assets (sponsor) · unset to 118918920.0Jun 14, 2024 to Oct 18, 2024
- Accounts · 1,177 to 789Mar 17, 2023 to Mar 29, 2024
- Advisory employees · 7 to 6Mar 17, 2023 to Mar 29, 2024
- HNW clients · 7 to 28Mar 17, 2023 to Mar 29, 2024
- Individual clients · 305 to 317Mar 17, 2023 to Mar 29, 2024
- Employees · 14 to 16Mar 17, 2023 to Mar 29, 2024
- Financial planning clients · 101-250 to 251-500Mar 17, 2023 to Mar 29, 2024
- State-registered IARs · 7 to 6Mar 17, 2023 to Mar 29, 2024
Signals
4 dated events
- Jonathan Blake Burklund left Centennial Advisors, Llc for Alphastar Capital Management (registered 2024-05-29)Apr 16, 2024 · Advisor changed firm · fact
- Perdue Alisha Dowell (Chief Compliance Officer) no longer on Schedule A of Centennial Advisors, Llc (listed 2023-03-17, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Friend Michael Williams left Centennial Advisors, Llc for Alphastar Capital Management (registered 2024-02-23)Feb 20, 2024 · Advisor changed firm · fact
- Centennial Advisors, Llc filed its initial SEC registration (Form ADV)Nov 16, 2021 · First SEC registration · fact
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
- Business email
- info@iwanttoretirewell.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 512-265-5000reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/centennial-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- iwanttoretirewell.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (512) 265-5000reportedpublic record, Form ADV, Mar 30, 2026
- Team page
- iwanttoretirewell.com/meet-the-teamreportedpublished by the firm, firm site, Sep 16, 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
- $29.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026