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CENTENNIAL ADVISORS, LLC

AUSTIN, TX · CRD 290778 · IAPD ↗ · iwanttoretirewell.com · (512) 265-5000

$237.3MRegulatory AUM
9Advisory reps
22Employees
0Clients
251-500Planning clients
1Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — CENTENNIAL ADVISORS, LLC reported RAUM up 40% ($169.8M -> $237.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — CENTENNIAL ADVISORS, LLC now reports custody of client assets ($103.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
April 2026 — CENTENNIAL ADVISORS, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — CENTENNIAL ADVISORS, LLC now reports 1 private fund(s) ($3.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
50
July 2025 — CENTENNIAL ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — CENTENNIAL ADVISORS, LLC reported RAUM up 43% ($118.9M -> $169.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2025 — CENTENNIAL ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
November 2024 — CENTENNIAL ADVISORS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
25
April 2024 — CENTENNIAL ADVISORS, LLC changed its website from cenadvisors.com to iwanttoretirewell.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
April 2024 — CENTENNIAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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