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CENTEROAK ADVISER, L.P.

DALLAS, TX · CRD 175156 · IAPD ↗ · 214.301.4201

$1.98BRegulatory AUM
20Advisory reps
20Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2026 — CENTEROAK ADVISER, L.P. grew from 16 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — CENTEROAK ADVISER, L.P. reported RAUM up 68% ($1.48B -> $2.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.