CENTRIC ADVISORS, LLC
CRD #282477 SEC #801-121623 CYPRESS, TX 888-215-5888
SEC Registered Disclosures
Total AUM
$226.9M
Discretionary
$179.3M
Employees
13
Clients
25
Accounts
1,162
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $226.9M | $179.3M | $47.6M | 13 | 20 |
| May 2024 | $178M | $150.5M | $27.5M | 13 | 0 |
| Mar 2024 | $178M | $150.5M | $27.5M | 13 | 0 |
| Aug 2023 | $150.6M | $126.9M | $23.7M | 20 | 0 |
| Apr 2023 | $150.6M | $126.9M | $23.7M | 20 | 0 |
| Feb 2023 | $150.6M | $126.9M | $23.7M | 20 | 0 |
| Dec 2022 | $169.3M | $150.7M | $18.6M | 11 | 0 |
| Oct 2022 | $169.3M | $150.7M | $18.6M | 11 | 0 |
| Sep 2022 | $169.3M | $150.7M | $18.6M | 11 | 0 |
| Sep 2022 | $169.3M | $150.7M | $18.6M | 11 | 0 |
| Jun 2022 | $169.3M | $150.7M | $18.6M | 11 | 0 |
| Apr 2022 | $169.3M | $150.7M | $18.6M | 11 | 0 |
| Mar 2022 | $169.3M | $150.7M | $18.6M | 11 | 0 |
| Jul 2021 | $140.6M | $109.6M | $31M | 13 | 0 |
| Jul 2021 | $140.6M | $109.6M | $31M | 13 | 0 |
| May 2021 | $140.6M | $109.6M | $31M | 14 | 0 |
DateMar 2025
Total AUM$226.9M
Discretionary$179.3M
Non-Disc.$47.6M
Employees13
Clients20
DateMay 2024
Total AUM$178M
Discretionary$150.5M
Non-Disc.$27.5M
Employees13
Clients0
DateMar 2024
Total AUM$178M
Discretionary$150.5M
Non-Disc.$27.5M
Employees13
Clients0
DateAug 2023
Total AUM$150.6M
Discretionary$126.9M
Non-Disc.$23.7M
Employees20
Clients0
DateApr 2023
Total AUM$150.6M
Discretionary$126.9M
Non-Disc.$23.7M
Employees20
Clients0
DateFeb 2023
Total AUM$150.6M
Discretionary$126.9M
Non-Disc.$23.7M
Employees20
Clients0
DateDec 2022
Total AUM$169.3M
Discretionary$150.7M
Non-Disc.$18.6M
Employees11
Clients0
DateOct 2022
Total AUM$169.3M
Discretionary$150.7M
Non-Disc.$18.6M
Employees11
Clients0
DateSep 2022
Total AUM$169.3M
Discretionary$150.7M
Non-Disc.$18.6M
Employees11
Clients0
DateSep 2022
Total AUM$169.3M
Discretionary$150.7M
Non-Disc.$18.6M
Employees11
Clients0
DateJun 2022
Total AUM$169.3M
Discretionary$150.7M
Non-Disc.$18.6M
Employees11
Clients0
DateApr 2022
Total AUM$169.3M
Discretionary$150.7M
Non-Disc.$18.6M
Employees11
Clients0
DateMar 2022
Total AUM$169.3M
Discretionary$150.7M
Non-Disc.$18.6M
Employees11
Clients0
DateJul 2021
Total AUM$140.6M
Discretionary$109.6M
Non-Disc.$31M
Employees13
Clients0
DateJul 2021
Total AUM$140.6M
Discretionary$109.6M
Non-Disc.$31M
Employees13
Clients0
DateMay 2021
Total AUM$140.6M
Discretionary$109.6M
Non-Disc.$31M
Employees14
Clients0