CENTERPOINT ADVISORY GROUP, LLC
CRD #324181 SEC #801-127085 OVERLAND PARK, KS 913-685-3001
SEC Registered
Total AUM
$236.8M
Discretionary
$236.8M
Employees
7
Clients
10
Accounts
540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $236.8M | $236.8M | $0 | 7 | 8 |
| Dec 2024 | $186.4M | $175M | $11.4M | 5 | 0 |
| Sep 2024 | $186.4M | $175M | $11.4M | 5 | 0 |
| Aug 2024 | $186.4M | $175M | $11.4M | 5 | 0 |
| Jul 2024 | $186.4M | $175M | $11.4M | 5 | 0 |
| Jun 2024 | $186.4M | $175M | $11.4M | 5 | 0 |
| Apr 2024 | $186.4M | $175M | $11.4M | 5 | 0 |
| Mar 2024 | $200.5M | $175M | $25.5M | 5 | 0 |
| Feb 2024 | $110.3M | $110.3M | $0 | 5 | 0 |
| Oct 2023 | $110.3M | $110.3M | $0 | 4 | 0 |
| Apr 2023 | $110.3M | $110.3M | $0 | 4 | 0 |
| Mar 2023 | $0 | $0 | $0 | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
| Jan 2023 | $0 | $0 | $0 | 3 | 0 |
| Jan 2023 | $0 | $0 | $0 | 2 | 0 |
| Jan 2023 | $0 | $0 | $0 | 2 | 0 |
| Nov 2022 | $0 | $0 | $0 | 2 | 0 |
| Nov 2022 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$236.8M
Discretionary$236.8M
Non-Disc.$0
Employees7
Clients8
DateDec 2024
Total AUM$186.4M
Discretionary$175M
Non-Disc.$11.4M
Employees5
Clients0
DateSep 2024
Total AUM$186.4M
Discretionary$175M
Non-Disc.$11.4M
Employees5
Clients0
DateAug 2024
Total AUM$186.4M
Discretionary$175M
Non-Disc.$11.4M
Employees5
Clients0
DateJul 2024
Total AUM$186.4M
Discretionary$175M
Non-Disc.$11.4M
Employees5
Clients0
DateJun 2024
Total AUM$186.4M
Discretionary$175M
Non-Disc.$11.4M
Employees5
Clients0
DateApr 2024
Total AUM$186.4M
Discretionary$175M
Non-Disc.$11.4M
Employees5
Clients0
DateMar 2024
Total AUM$200.5M
Discretionary$175M
Non-Disc.$25.5M
Employees5
Clients0
DateFeb 2024
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0