Centerpoint Advisory Group, LLC
Centerpoint Advisory Group, LLC is an SEC-registered wealth manager in Overland Park, KS with $276.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Centerpoint Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324181, SEC 801-127085, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $276.3M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Overland Park, KS
- Employees
- 7
- Clients
- 276
- CRD
- 324181
- Ownership
- PADEK, WILLIAM, KEITH; Madl, Parker, Joseph; RICKERT, ALAN, MARK; FLANAGAN, JAMES, THOMAS
How much AUM does Centerpoint Advisory Group, LLC have?
Centerpoint Advisory Group, LLC reported $276.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Centerpoint Advisory Group, LLC?
Disclosed owners and executives of Centerpoint Advisory Group, LLC include PADEK, WILLIAM, KEITH, Madl, Parker, Joseph, RICKERT, ALAN, MARK, FLANAGAN, JAMES, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.