DBA: CENTURY MANAGEMENT FINANCIAL ADVISORS
| Total AUM | $679.5M |
| Discretionary | $679.5M100% of AUM |
| Client Accounts | 737 |
| Avg Account Size | $922K |
| Employees | 16 |
| Peak AUM | $4.22BMar 2007 |
| AUM CAGR | +3.3% /yrover 25 yrs · 74 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $680M | +19.5% | +13.8% | +1.9% | |
| Discretionary AUM | |||||
| Total AUM | $679.5M |
| Discretionary | $679.5M |
| Employees | 16 |
| Client Accounts | 737 |
| Client Range | 51-100 |
Address
805 LAS CIMAS PARKWAY
AUSTIN TX 78746-9903
Phone
512-329-0050
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$680M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$680M
| $680M |
| +19.5% |
| +13.8% |
| +1.9% |
| Total Accounts | 737 | +4.8% | +4.0% | 0.2% |
| Avg Account Size | $922,010.357 | +14.0% | +9.4% | +2.1% |
| Employees | 16 | 11.1% | 3.8% | 7.0% |
| AUM / Employee | $42M | +34.5% | +18.3% | +9.6% |
Client AUM Segments | |||||
| Wealth AUM | $559M | +22.0% | +14.8% | +10.6% | |
| Institutional AUM | $92M | +10.2% | +11.1% | 18.1% | |
| Fund / Pooled AUM | $29M | +5.5% | +4.4% | 2.5% | |
Client Count Segments | |||||
| HNW Clients | 576 | 0.3% | +1.8% | 1.8% | |
| Institutional | 29 | +11.5% | +6.5% | 3.7% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 131 | +33.7% | +15.5% | +11.2% | |