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CENTERPOINT ADVISORY GROUP, LLC

OVERLAND PARK, KS · CRD 324181 · IAPD ↗ · centerpointadvisory.com · 913-685-3001

$276.3MRegulatory AUM
5Advisory reps
7Employees
14Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — CENTERPOINT ADVISORY GROUP, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — CENTERPOINT ADVISORY GROUP, LLC now reports custody of client assets ($185.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
March 2025 — CENTERPOINT ADVISORY GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
March 2025 — CENTERPOINT ADVISORY GROUP, LLC reported RAUM up 27% ($186.4M -> $236.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CENTERPOINT ADVISORY GROUP, LLC reported RAUM up 82% ($110.3M -> $200.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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