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Centric Advisors, LLC

EST. AUM
$211,348,878

CONTACTS

CLIENT ACCOUNTS
966

Firm Details

Metro area Houston
CRD Number 282477
Website centric.org
Client types

Overview

Centric Advisors, LLC (operating as Centric Wealth) is a Cypress, Texas-based registered investment advisory firm co-founded by Zac Majors and Oscar Mondragon. In partnership with Cetera, the firm oversees approximately $160 million in client assets across the Greater Houston area. Its general investment approach utilizes a proprietary "Core 30" framework combined with satellite portfolios to deliver customized, multi-asset financial planning and wealth management solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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