Family OfficeRIA · CRD 324181SEC-Registered

Updated:

Centerpoint Advisory Group

CENTERPOINT ADVISORY GROUP, LLC is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2022.

Centerpoint Advisory Group

CENTERPOINT ADVISORY GROUP, LLC is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2022. The firm manages approximately $276 million in regulatory assets. It has 7 employees and 5 investment advisers.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Centerpoint Advisory Group?

No principals are publicly disclosed. The firm has no known website, LinkedIn page, or press mentions that would identify a CIO, CEO, or managing partner. This level of privacy often indicates a founder-principal who serves as the sole decision-maker, or a small family group operating through external advisors who are not publicly named.

How does Centerpoint Advisory Group source its investments?

The firm's sourcing model cannot be determined from public records. Family offices with this confidentiality profile typically rely on private banking relationships, fund-of-funds allocations, or long-standing personal networks rather than the inbound-deal-flow channels that depend on a visible brand. Without a disclosed track record, any assertion about sourcing would be speculative.

Is Centerpoint Advisory Group structured as a single family office?

The firm's minimal public footprint is consistent with a single-family office rather than a multi-family office, investment advisor, or fund manager. Multi-family offices typically market their services and principal expertise, creating at least some web presence. Centerpoint's invisibility more closely resembles the posture of a family that manages its own capital without seeking external clients.

Does the firm maintain any philanthropic structures?

No philanthropic foundation, donor-advised fund, or charitable entity is publicly linked to Centerpoint Advisory Group. If a giving program exists, it is likely conducted through a separate entity or donor-advised fund that does not reference the family-office name — a common privacy practice among families that wish to separate their investment vehicle from their charitable identity.

Where does the underlying wealth come from?

The wealth origin is undisclosed. In the absence of public information, the most common profiles for a low-visibility US family office using an LLC structure include liquidity events from a privately held operating company, inheritance, or real estate aggregation. None of these can be confirmed for Centerpoint Advisory Group.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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