Centric Capital Advisors

What Centric Capital Advisors does

Centric Capital Advisors is an independent wealth management advisory firm founded by Roger C. Davis, who began his financial advisory career in 1992 at Dean Witter Reynolds and later served as Senior Vice President at UBS Financial Services before establishing the firm. The firm is headquartered in Lake Village, Arkansas, with the original founding location in Los Angeles, and operates with team members distributed across Arkansas, Mississippi, Southern California, Florida, Tennessee, and Colorado. It serves high net worth individuals, their families, and their businesses, with a stated focus on developing lifelong, multi-generational client relationships grounded in fiduciary duty.

The firm's service portfolio comprises seven interconnected practice areas: Financial Planning, Investment Management, Wealth Transfer, Retirement Planning, Business & Succession Planning, Life Insurance Management, and Charitable Planning. Investment Management provides customized institutional-quality portfolios with access to external asset managers including Goldman Sachs, while Life Insurance Management offers advanced design capabilities spanning Irrevocable Life Insurance Trusts, Split-Dollar Funding, Dynasty Trust, and Life Settlements. There is no proprietary technology platform; client monitoring and reporting rely on standard advisor tooling.

The business operates as a classic independent RIA model, generating revenue through advisory fees on investment management, insurance commissions, and securities-related compensation. Investment Advisory Services are delivered through Accurate Wealth Management, LLC, an SEC-registered investment adviser; securities are offered through AAG Capital, Inc., a FINRA/SIPC member broker-dealer; and insurance products are sold through Accurate Advisory Group via individually licensed agents. The firm is privately held by its founder, with no disclosed external institutional capital, and fee structures are not publicly disclosed. With 1-10 employees, it operates as a small, relationship-driven practice rather than a scaled wealth management platform.

Name

Centric Capital Advisors

Legal name

Centric Capital Advisors LLC

Website

https://centriccapitaladvisors.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Estate planning services
• Retirement planning advisory

Headquarters

HQ city

Beverly Hills

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Services: Investment Advisory Services offered through Accurate Wealth Management, LLC, an SEC registered investment adviser.
2. Securities: Securities offered through AAG Capital, Inc. Member FINRA/SIPC.
3. Insurance Products and Services: Insurance products and services offered through Accurate Advisory Group and sold through individually licensed and appointed agents.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Centric Capital Advisors is an independent, fiduciary investment and insurance advisory firm that delivers personalized wealth management and financial planning to high net worth individuals, families, and their businesses. Its core offerings span seven practice areas — financial planning, investment management, wealth transfer, retirement planning, business and succession planning, life insurance management, and charitable planning — delivered through affiliated service providers (Accurate Wealth Management LLC for investment advisory, AAG Capital Inc. for securities, and Accurate Advisory Group for insurance).

Product overview

Centric Capital Advisors is an independent wealth management firm offering a comprehensive suite of advisory services centered around financial planning, investment management, and wealth preservation. The firm's service portfolio consists of seven interconnected practice areas: Financial Planning (the holistic foundation), Investment Management (institutional-quality portfolios), Retirement Planning (including executive benefits and longevity planning), Life Insurance Management (portfolio management and advanced design), Wealth Transfer (estate planning), Business & Succession Planning, and Charitable Planning. These services are designed to work together to help high net worth individuals and families manage, grow, and protect assets across generations.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Holistic financial planning that provides direction and meaning to clients' financial decisions, taking a big-picture view across all financial disciplines for high net worth individuals, families, and their businesses.
• Investment Management Customized institutional-quality portfolio management providing access to world-class asset managers including Goldman Sachs and other investment firms to deliver diversified risk and return profiles aligned to each client's goals.
• Wealth Transfer Estate planning services focused on transferring assets to heirs while minimizing tax implications, coordinated with each client's trusted advisors.
• Retirement Planning Comprehensive retirement planning including executive benefits design, longevity planning, and customized institutional-quality investment management for individuals and families.
• Business & Succession Planning Planning services to help business owners leave a lasting legacy, including structure setup for seamless transitions, contingencies management, and estate tax mitigation.
• Life Insurance Management Life insurance portfolio management and advanced life insurance design including Irrevocable Life Insurance Trust, Split-Dollar Funding, Leveraged Planning Concepts, Dynasty Trust, Asset Protection Planning, and Life Settlements.
• Charitable Planning Charitable giving strategies integrated into financial and estate plans, helping clients discover methods of giving that maximize value for both donors and charities.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• AAG Capital, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through AAG Capital, Inc., a Member FINRA/SIPC broker-dealer. This is a regulatory relationship enabling the firm to offer securities products to clients.
• Accurate Wealth Management, LLCcoreChannel Partner/ Reseller/ DistributorInvestment Advisory Services offered through Accurate Wealth Management, LLC, an SEC registered investment adviser. This partnership enables the firm to provide registered investment advisory services.
• Accurate Advisory GroupcoreChannel Partner/ Reseller/ DistributorInsurance products and services offered through Accurate Advisory Group, sold through individually licensed and appointed agents in all appropriate jurisdictions.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Wealth Enhancement Group: Independent wealth management firm built through advisor acquisitions, offering comprehensive financial planning and investment management to HNW households — overlapping service suite and target client as Centric Capital.
• Cetera Financial Group: Independent broker-dealer/RIA platform providing the back-office infrastructure (broker-dealer, RIA, insurance distribution) that independent advisors like Centric Capital rely on; directly comparable partnerships and target advisor profile.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive financial planning, investment management, tax, estate and retirement services to HNW individuals and families — a near-exact match to Centric Capital's service portfolio and fiduciary model.
• Commonwealth Financial Network: Independent broker-dealer/RIA platform supporting independent advisors offering financial planning, investment, and insurance services to HNW clients — directly comparable delivery model (independent advisors using BD/RIA partner infrastructure) to Centric's AAG/Accurate Wealth structure.
• Focus Financial Partners: Partnership and acquisition platform for independent wealth management firms serving HNW clients. Centric Capital follows the same independent-RIA model with HNW focus and faces similar partner-firm economics, though Focus is dramatically larger.
• Creative Planning: Independent, fee-only RIA serving HNW individuals with holistic financial planning, investment management and wealth transfer services. Operates the same fiduciary, product-agnostic model Centric Capital emphasizes.

Emerging players

• Empower (formerly Personal Capital): Hybrid digital wealth manager combining robo-advisory tools with human advisors to serve HNW clients. Represents the technology-enabled model that Centric Capital would compete against for younger HNW heirs and tech-savvy clients.

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S., serving HNW households with comprehensive financial planning and investment management. Comparable service breadth and fiduciary positioning, but at vastly larger scale than Centric.
• Fisher Investments: Large independent investment manager serving HNW individuals with portfolio management and personalized advice — comparable in fiduciary independent positioning and institutional-quality investment access.
• Goldman Sachs Personal Financial Management: Goldman Sachs' mass-affluent and HNW advisory unit, providing institutional-quality investment management and comprehensive planning. Notably, Centric Capital already leverages Goldman Sachs asset management, making this firm a strategic comparator for the firm's value proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/centricca

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Centric Capital Advisors