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CENTRIC ADVISORS, LLC

CYPRESS, TX · CRD 282477 · IAPD ↗ · 888-215-5888

$211.3MRegulatory AUM
7Advisory reps
11Employees
20Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — CENTRIC ADVISORS, LLC shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2025 — CENTRIC ADVISORS, LLC reported RAUM up 27% ($178.0M -> $226.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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