SEC-registered wealth management firm Broker-dealer affiliated
Centennial Securities Company Inc
As of its Form ADV filed April 30, 2026, Centennial Securities Company Inc, an SEC-registered, broker-dealer affiliated wealth management firm in Grand Rapids, Michigan, reported $1.3 billion in regulatory assets under management across 3,962 accounts, ranking #30 among all wealth firms in Michigan by assets.
Registration
- Main office
- Grand Rapids, MI
- Registration
- SEC-registered, Approved
- CRD number
- 7763
- SEC file number
- 801-106623
- Registered since
- September 17, 2015
- Latest Form ADV filing
- April 30, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 4
Key figures
- Regulatory assets under management
- $1.3 billion
- Discretionary
- $900.3 million (67.4%)
- Non-discretionary
- $435.0 million
- Accounts
- 3,962 (2,769 discretionary)
- Clients
- 5,040, approximate as reported
- Employees
- 45
- Advisory staff
- 30 performing investment advisory functions
- Average account
- $337,006
- Asset growth, 1 year
- 15.9% (from $1.2 billion a year earlier)
- Asset growth, 3-year annual rate
- 12.2% (from $944.8 million three years earlier)
- Asset growth, 5-year annual rate
- 8.4% (from $893.9 million five years earlier)
- Client growth, 1 year
- -6.4% (from 5,382)
Broker-dealer affiliated. The firm is itself a broker-dealer as well as an investment adviser (Form ADV Item 6.A(1)). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2015 | $157.0 million |
| October 3, 2016 | $298.3 million |
| October 2, 2017 | $379.5 million |
| October 1, 2018 | $536.2 million |
| October 1, 2019 | $525.0 million |
| October 1, 2020 | $731.9 million |
| October 4, 2021 | $893.9 million |
| October 3, 2022 | $1.0 billion |
| October 5, 2023 | $944.8 million |
| October 1, 2024 | $1.1 billion |
| September 2, 2025 | $1.2 billion |
| October 2, 2026 | $1.3 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 2,054 clients | $702.2 million | |
| High net worth individuals 414 clients | $566.3 million | |
| Corporations or other businesses 22 clients | $42.0 million | |
| Charitable organizations 18 clients | $17.6 million | |
| Pension and profit sharing plans 12 clients | $7.1 million | |
| Banking or thrift institutions fewer than 5 clients | $0 | |
| State or municipal government entities fewer than 5 clients | $0 | |
| Other investment advisers fewer than 5 clients | $0 | |
| Insurance companies fewer than 5 clients | $0 | |
| Sovereign wealth funds and foreign official institutions fewer than 5 clients | $0 | |
| Other fewer than 5 clients | $0 |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars or workshops
Financial planning clients (Item 5.H): 26-50.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Broker-dealer
- Insurance broker or agent
Financial industry affiliations (Item 7.A)
None reported.
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 38
- Also registered through a broker-dealer
- 36
- Employees who are IARs (Form ADV 5.B(3))
- 30
Designations held by the firm's IARs: CFP 1.
Between 36 and 38 of the firm's 38 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 1 disclosure question. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Michigan
| Firm | City | RAUM |
|---|---|---|
| Spartan Wealth Management | Bingham Farms | $1.5 billion |
| Fiduciary Financial Advisors | Grand Rapids | $1.3 billion |
| CWS Financial Advisors LLC | Kalamazoo | $1.3 billion |
| Jay A. Fishman, Ltd | Troy | $1.3 billion |
| Columbia Asset Management, L.L.C. | Ann Arbor | $1.2 billion |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Centennial Securities Company Inc on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.centennialsec.com
- Wealth management firms in Michigan
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.